Creative Planning’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
20,705
-1,304
| -6% | -$25.5K | ﹤0.01% | 2636 |
|
|
2025
Q1 | $380K | Sell |
22,009
-8,939
| -29% | -$154K | ﹤0.01% | 2542 |
|
|
2024
Q4 | $597K | Sell |
30,948
-627
| -2% | -$12.1K | ﹤0.01% | 2055 |
|
|
2024
Q3 | $624K | Buy |
31,575
+7,329
| +30% | +$145K | ﹤0.01% | 1915 |
|
|
2024
Q2 | $403K | Buy |
24,246
+13,047
| +117% | +$217K | ﹤0.01% | 2112 |
|
|
2024
Q1 | $239K | Sell |
11,199
-6,036
| -35% | -$129K | ﹤0.01% | 2425 |
|
|
2023
Q4 | $415K | Buy |
+17,235
| New | +$415K | ﹤0.01% | 1831 |
|
|
2021
Q1 | – | Sell |
-278
| Closed | -$9K | – | 2382 |
|
|
2020
Q4 | $9K | Hold |
278
| – | – | ﹤0.01% | 2097 |
|
|
2020
Q3 | $7K | Buy |
+278
| New | +$7K | ﹤0.01% | 1938 |
|