Montag & Associates’s ZimVie ZIMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$112 | – | 1039 |
|
|
2024
Q4 | $112 | Hold |
8
| – | – | ﹤0.01% | 991 |
|
|
2024
Q3 | $127 | Sell |
8
-8
| -50% | -$127 | ﹤0.01% | 1021 |
|
|
2024
Q2 | $292 | Hold |
16
| – | – | ﹤0.01% | 973 |
|
|
2024
Q1 | $264 | Hold |
16
| – | – | ﹤0.01% | 963 |
|
|
2023
Q4 | $284 | Hold |
16
| – | – | ﹤0.01% | 899 |
|
|
2023
Q3 | $151 | Hold |
16
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $180 | Hold |
16
| – | – | ﹤0.01% | 910 |
|
|
2023
Q1 | $116 | Sell |
16
-10
| -38% | -$73 | ﹤0.01% | 915 |
|
|
2022
Q4 | $243 | Hold |
26
| – | – | ﹤0.01% | 935 |
|
|
2022
Q3 | $0 | Hold |
26
| – | – | ﹤0.01% | 908 |
|
|
2022
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 863 |
|
|
2022
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 838 |
|