SWA
SOA Wealth Advisors’s ZimVie ZIMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28 | Hold |
3
| – | – | ﹤0.01% | 866 |
|
|
2025
Q1 | $32 | Hold |
3
| – | – | ﹤0.01% | 870 |
|
|
2024
Q4 | $42 | Hold |
3
| – | – | ﹤0.01% | 863 |
|
|
2024
Q3 | $48 | Hold |
3
| – | – | ﹤0.01% | 825 |
|
|
2024
Q2 | $55 | Hold |
3
| – | – | ﹤0.01% | 839 |
|
|
2024
Q1 | $49 | Hold |
3
| – | – | ﹤0.01% | 895 |
|
|
2023
Q4 | $53 | Sell |
3
-1
| -25% | -$18 | ﹤0.01% | 893 |
|
|
2023
Q3 | $38 | Hold |
4
| – | – | ﹤0.01% | 927 |
|
|
2023
Q2 | $45 | Hold |
4
| – | – | ﹤0.01% | 925 |
|
|
2023
Q1 | $29 | Hold |
4
| – | – | ﹤0.01% | 958 |
|
|
2022
Q4 | $37 | Hold |
4
| – | – | ﹤0.01% | 960 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1059 |
|