Weatherly Asset Management’s Globus Medical GMED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Hold
5,127
0.03% 152
2025
Q1
$375K Sell
5,127
-18
-0.3% -$1.32K 0.03% 143
2024
Q4
$426K Sell
5,145
-18
-0.3% -$1.49K 0.04% 139
2024
Q3
$369K Sell
5,163
-570
-10% -$40.8K 0.03% 145
2024
Q2
$393K Sell
5,733
-216
-4% -$14.8K 0.04% 135
2024
Q1
$319K Sell
5,949
-532
-8% -$28.5K 0.03% 148
2023
Q4
$345K Sell
6,481
-212
-3% -$11.3K 0.04% 142
2023
Q3
$332K Buy
+6,693
New +$332K 0.04% 143