Creative Planning’s Envista NVST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$653K Buy
2025
Q2
$405K Sell
2025
Q1
$380K Sell
2024
Q4
$597K Sell
2024
Q3
$624K Buy
2024
Q2
$403K Buy
2024
Q1
$239K Sell
2023
Q4
$415K Buy
2021
Q1
Sell
2020
Q4
$9K Hold
2020
Q3
$7K Buy