Geneos Wealth Management’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977 | Sell |
50
-147
| -75% | -$2.87K | ﹤0.01% | 2990 |
|
|
2025
Q1 | $10.2K | Hold |
197
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q4 | $3.8K | Hold |
197
| – | – | ﹤0.01% | 2422 |
|
|
2024
Q3 | $3.89K | Buy |
+197
| New | +$3.89K | ﹤0.01% | 2140 |
|
|
2020
Q4 | – | Sell |
-228
| Closed | -$5K | – | 2965 |
|
|
2020
Q3 | $5K | Hold |
228
| – | – | ﹤0.01% | 2185 |
|
|
2020
Q2 | $4K | Hold |
228
| – | – | ﹤0.01% | 2224 |
|
|
2020
Q1 | $3K | Sell |
228
-234
| -51% | -$3.08K | ﹤0.01% | 2189 |
|
|
2019
Q4 | $13K | Buy |
+462
| New | +$13K | ﹤0.01% | 1875 |
|