AE Wealth Management’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,480
| Closed | -$302K | – | 2035 |
|
|
2023
Q4 | $302K | Sell |
2,480
-645
| -21% | -$78.5K | ﹤0.01% | 1692 |
|
|
2023
Q3 | $351K | Sell |
3,125
-12,490
| -80% | -$1.4M | ﹤0.01% | 1538 |
|
|
2023
Q2 | $2.27M | Sell |
15,615
-5,709
| -27% | -$831K | 0.01% | 808 |
|
|
2023
Q1 | $2.76M | Buy |
+21,324
| New | +$2.76M | 0.02% | 686 |
|
|
2022
Q3 | – | Sell |
-1,916
| Closed | -$201K | – | 1890 |
|
|
2022
Q2 | $201K | Sell |
1,916
-219
| -10% | -$23K | ﹤0.01% | 1595 |
|
|
2022
Q1 | $273K | Sell |
2,135
-531
| -20% | -$67.9K | ﹤0.01% | 1454 |
|
|
2021
Q4 | $329K | Sell |
2,666
-22,598
| -89% | -$2.79M | ﹤0.01% | 1410 |
|
|
2021
Q3 | $3.59M | Sell |
25,264
-2,116
| -8% | -$301K | 0.03% | 459 |
|
|
2021
Q2 | $4.28M | Buy |
27,380
+2,335
| +9% | +$365K | 0.04% | 413 |
|
|
2021
Q1 | $3.89M | Buy |
25,045
+6,188
| +33% | +$962K | 0.04% | 372 |
|
|
2020
Q4 | $2.82M | Buy |
18,857
+1,246
| +7% | +$186K | 0.03% | 397 |
|
|
2020
Q3 | $2.33M | Buy |
17,611
+3,166
| +22% | +$419K | 0.03% | 385 |
|
|
2020
Q2 | $1.67M | Buy |
14,445
+7,212
| +100% | +$836K | 0.03% | 460 |
|
|
2020
Q1 | $710K | Buy |
+7,233
| New | +$710K | 0.02% | 571 |
|