Carson Wealth (CWM LLC)’s Envista NVST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
41,804
+15,876
| +61% | +$310K | ﹤0.01% | 1354 |
|
|
2025
Q1 | $448K | Buy |
25,928
+19,600
| +310% | +$339K | ﹤0.01% | 1492 |
|
|
2024
Q4 | $122K | Sell |
6,328
-7,956
| -56% | -$153K | ﹤0.01% | 2154 |
|
|
2024
Q3 | $282K | Sell |
14,284
-615
| -4% | -$12.1K | ﹤0.01% | 1573 |
|
|
2024
Q2 | $248K | Buy |
14,899
+9,986
| +203% | +$166K | ﹤0.01% | 1473 |
|
|
2024
Q1 | $105K | Sell |
4,913
-1,499
| -23% | -$32K | ﹤0.01% | 1854 |
|
|
2023
Q4 | $154K | Buy |
6,412
+1,776
| +38% | +$42.7K | ﹤0.01% | 1537 |
|
|
2023
Q3 | $129K | Sell |
4,636
-831
| -15% | -$23.1K | ﹤0.01% | 1497 |
|
|
2023
Q2 | $185K | Sell |
5,467
-201
| -4% | -$6.8K | ﹤0.01% | 1280 |
|
|
2023
Q1 | $232K | Sell |
5,668
-958
| -14% | -$39.2K | ﹤0.01% | 1143 |
|
|
2022
Q4 | $223K | Sell |
6,626
-83
| -1% | -$2.79K | ﹤0.01% | 1058 |
|
|
2022
Q3 | $220K | Buy |
6,709
+4,892
| +269% | +$160K | ﹤0.01% | 1010 |
|
|
2022
Q2 | $70K | Sell |
1,817
-55
| -3% | -$2.12K | ﹤0.01% | 1466 |
|
|
2022
Q1 | $91K | Buy |
1,872
+1
| +0.1% | +$49 | ﹤0.01% | 1360 |
|
|
2021
Q4 | $84K | Buy |
+1,871
| New | +$84K | ﹤0.01% | 1371 |
|
|
2021
Q2 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2021
Q1 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q4 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q3 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q2 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q1 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2019
Q4 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2019
Q3 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2019
Q2 | $63K | Hold |
1,456
| – | – | ﹤0.01% | 1304 |
|
|
2019
Q1 | $63K | Buy |
+1,456
| New | +$63K | ﹤0.01% | 1304 |
|