Private Wealth Management Group’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-275
| Closed | -$4.75K | – | 1569 |
|
|
2025
Q1 | $4.75K | Hold |
275
| – | – | ﹤0.01% | 750 |
|
|
2024
Q4 | $5.31K | Hold |
275
| – | – | ﹤0.01% | 718 |
|
|
2024
Q3 | $5.43K | Buy |
275
+241
| +709% | +$4.76K | ﹤0.01% | 693 |
|
|
2024
Q2 | $566 | Sell |
34
-91
| -73% | -$1.52K | ﹤0.01% | 1417 |
|
|
2024
Q1 | $2.67K | Buy |
125
+41
| +49% | +$877 | ﹤0.01% | 848 |
|
|
2023
Q4 | $2.02K | Buy |
+84
| New | +$2.02K | ﹤0.01% | 975 |
|