PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ZimVie ZIMV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ZIMV Stock Details ZIMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-45	Closed	-$852	–	610
2025 Q3	$852	Hold	45	–	–	﹤0.01%	509
2025 Q2	$421	Sell	45 -14	-24%	-$128	﹤0.01%	475
2025 Q1	$637	Hold	59	–	–	﹤0.01%	450
2024 Q4	$823	Buy	+59	New	+$847	﹤0.01%	442

Other funds holding ZIMV

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ZIMV Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 45 shares — an estimated $852 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ZIMV in Q4 2024 and held it in 4 quarters. The position peaked at $852 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 45 ZimVie shares in Q4 2025, an estimated $852.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ZimVie in Q4 2024 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ZimVie position peaked at $852 in Q3 2025.
1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.