Carson Wealth (CWM LLC)’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.85M | Buy |
72,923
+706
| +1% | +$18.3K | ﹤0.01% | 1235 |
|
|
2025
Q4 | $1.57M | Buy |
72,217
+25,905
| +56% | +$532K | ﹤0.01% | 1263 |
|
|
2025
Q3 | $943K | Buy |
46,312
+4,508
| +11% | +$92.6K | ﹤0.01% | 1444 |
|
|
2025
Q2 | $817K | Buy |
41,804
+15,876
| +61% | +$276K | ﹤0.01% | 1355 |
|
|
2025
Q1 | $448K | Buy |
25,928
+19,600
| +310% | +$381K | ﹤0.01% | 1494 |
|
|
2024
Q4 | $122K | Sell |
6,328
-7,956
| -56% | -$157K | ﹤0.01% | 2156 |
|
|
2024
Q3 | $282K | Sell |
14,284
-615
| -4% | -$10.7K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $248K | Buy |
14,899
+9,986
| +203% | +$189K | ﹤0.01% | 1475 |
|
|
2024
Q1 | $105K | Sell |
4,913
-1,499
| -23% | -$34K | ﹤0.01% | 1856 |
|
|
2023
Q4 | $154K | Buy |
6,412
+1,776
| +38% | +$42.4K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $129K | Sell |
4,636
-831
| -15% | -$26.9K | ﹤0.01% | 1498 |
|
|
2023
Q2 | $185K | Sell |
5,467
-201
| -4% | -$7.09K | ﹤0.01% | 1282 |
|
|
2023
Q1 | $232K | Sell |
5,668
-958
| -14% | -$36.4K | ﹤0.01% | 1145 |
|
|
2022
Q4 | $223K | Sell |
6,626
-83
| -1% | -$2.84K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $220K | Buy |
6,709
+4,892
| +269% | +$185K | ﹤0.01% | 1012 |
|
|
2022
Q2 | $70K | Sell |
1,817
-55
| -3% | -$2.31K | ﹤0.01% | 1468 |
|
|
2022
Q1 | $91K | Buy |
1,872
+1
| +0.1% | +$46 | ﹤0.01% | 1362 |
|
|
2021
Q4 | $84K | Buy |
+1,871
| New | +$77K | ﹤0.01% | 1373 |
|
|
2021
Q2 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1306 |
|
|
2021
Q1 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1306 |
|
|
2020
Q4 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1306 |
|
|
2020
Q3 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1306 |
|
|
2020
Q2 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1306 |
|
|
2020
Q1 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q4 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q3 | $63K | Buy |
+1,456
| New | +$40.7K | ﹤0.01% | 1306 |
|
Other funds holding NVST
AI
VPM
VCM
GCM
