Aries 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,545
| Closed | -$225K | – | 209 |
|
|
2023
Q2 | $225K | Buy |
+1,545
| New | +$225K | 0.09% | 177 |
|
|
2022
Q1 | – | Sell |
-1,709
| Closed | -$211K | – | 240 |
|
|
2021
Q4 | $211K | Hold |
1,709
| – | – | 0.08% | 179 |
|
|
2021
Q3 | $243K | Hold |
1,709
| – | – | 0.1% | 159 |
|
|
2021
Q2 | $267K | Hold |
1,709
| – | – | 0.11% | 147 |
|
|
2021
Q1 | $279K | Sell |
1,709
-206
| -11% | -$33.6K | 0.13% | 141 |
|
|
2020
Q4 | $295K | Hold |
1,915
| – | – | 0.15% | 127 |
|
|
2020
Q3 | $253K | Hold |
1,915
| – | – | 0.14% | 122 |
|
|
2020
Q2 | $222K | Buy |
+1,915
| New | +$222K | 0.14% | 127 |
|
|
2020
Q1 | – | Sell |
-1,658
| Closed | -$238K | – | 160 |
|
|
2019
Q4 | $238K | Hold |
1,658
| – | – | 0.15% | 131 |
|
|
2019
Q3 | $220K | Buy |
+1,658
| New | +$220K | 0.15% | 135 |
|
|
2019
Q2 | – | Sell |
-1,658
| Closed | -$206K | – | 163 |
|
|
2019
Q1 | $206K | Buy |
+1,658
| New | +$206K | 0.15% | 142 |
|
|
2018
Q4 | – | Sell |
-1,658
| Closed | -$212K | – | 133 |
|
|
2018
Q3 | $212K | Hold |
1,658
| – | – | 0.19% | 119 |
|
|
2018
Q2 | $202K | Buy |
+1,658
| New | +$202K | 0.19% | 124 |
|
|
2018
Q1 | – | Sell |
-1,761
| Closed | -$211K | – | 138 |
|
|
2017
Q4 | $211K | Buy |
+1,761
| New | +$211K | 0.19% | 117 |
|