Corient Private Wealth’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
16,031
-1,221
| -7% | -$23.9K | ﹤0.01% | 2052 |
|
|
2025
Q1 | $298K | Sell |
17,252
-11,112
| -39% | -$192K | ﹤0.01% | 1852 |
|
|
2024
Q4 | $547K | Sell |
28,364
-12,301
| -30% | -$237K | ﹤0.01% | 1573 |
|
|
2024
Q3 | $804K | Buy |
+40,665
| New | +$804K | ﹤0.01% | 1484 |
|
|
2024
Q2 | – | Sell |
-16,987
| Closed | -$363K | – | 2362 |
|
|
2024
Q1 | $363K | Sell |
16,987
-570
| -3% | -$12.2K | ﹤0.01% | 1787 |
|
|
2023
Q4 | $422K | Sell |
17,557
-37,080
| -68% | -$892K | ﹤0.01% | 1690 |
|
|
2023
Q3 | $1.52M | Buy |
54,637
+5,793
| +12% | +$162K | ﹤0.01% | 1021 |
|
|
2023
Q2 | $1.65M | Sell |
48,844
-7,420
| -13% | -$250K | ﹤0.01% | 960 |
|
|
2023
Q1 | $2.3M | Buy |
56,264
+3,969
| +8% | +$162K | 0.01% | 793 |
|
|
2022
Q4 | $1.76M | Buy |
+52,295
| New | +$1.76M | 0.01% | 743 |
|