Birch Hill Investment Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
5,742
-250
| -4% | -$22.8K | 0.02% | 139 |
|
|
2025
Q1 | $678K | Sell |
5,992
-10,521
| -64% | -$1.19M | 0.03% | 123 |
|
|
2024
Q4 | $1.74M | Sell |
16,513
-655
| -4% | -$69.2K | 0.08% | 90 |
|
|
2024
Q3 | $1.85M | Sell |
17,168
-1,000
| -6% | -$108K | 0.09% | 87 |
|
|
2024
Q2 | $1.97M | Sell |
18,168
-2,350
| -11% | -$255K | 0.1% | 84 |
|
|
2024
Q1 | $2.71M | Sell |
20,518
-1,475
| -7% | -$195K | 0.13% | 78 |
|
|
2023
Q4 | $2.68M | Sell |
21,993
-1,965
| -8% | -$239K | 0.14% | 71 |
|
|
2023
Q3 | $2.69M | Sell |
23,958
-2,290
| -9% | -$257K | 0.16% | 64 |
|
|
2023
Q2 | $3.82M | Sell |
26,248
-3,125
| -11% | -$455K | 0.22% | 58 |
|
|
2023
Q1 | $3.79M | Sell |
29,373
-5,264
| -15% | -$680K | 0.24% | 59 |
|
|
2022
Q4 | $4.42M | Sell |
34,637
-6,770
| -16% | -$863K | 0.28% | 57 |
|
|
2022
Q3 | $4.33M | Sell |
41,407
-8,474
| -17% | -$886K | 0.29% | 52 |
|
|
2022
Q2 | $5.24M | Sell |
49,881
-10,750
| -18% | -$1.13M | 0.33% | 51 |
|
|
2022
Q1 | $7.76M | Sell |
60,631
-34,063
| -36% | -$4.36M | 0.41% | 43 |
|
|
2021
Q4 | $11.7M | Sell |
94,694
-1,720
| -2% | -$212K | 0.58% | 38 |
|
|
2021
Q3 | $13.7M | Buy |
96,414
+871
| +0.9% | +$124K | 0.74% | 34 |
|
|
2021
Q2 | $14.9M | Buy |
95,543
+108
| +0.1% | +$16.9K | 0.8% | 34 |
|
|
2021
Q1 | $14.8M | Sell |
95,435
-716
| -0.7% | -$111K | 0.84% | 33 |
|
|
2020
Q4 | $14.4M | Sell |
96,151
-88
| -0.1% | -$13.2K | 0.86% | 33 |
|
|
2020
Q3 | $12.7M | Buy |
96,239
+1,504
| +2% | +$199K | 0.85% | 30 |
|
|
2020
Q2 | $11M | Buy |
94,735
+2,281
| +2% | +$264K | 0.81% | 30 |
|
|
2020
Q1 | $9.07M | Buy |
92,454
+994
| +1% | +$97.5K | 0.79% | 31 |
|
|
2019
Q4 | $13.3M | Buy |
91,460
+237
| +0.3% | +$34.4K | 0.88% | 35 |
|
|
2019
Q3 | $12.2M | Sell |
91,223
-5,314
| -6% | -$708K | 0.88% | 35 |
|
|
2019
Q2 | $11M | Sell |
96,537
-19,299
| -17% | -$2.21M | 0.81% | 36 |
|
|
2019
Q1 | $14.4M | Sell |
115,836
-185,133
| -62% | -$23M | 1.09% | 32 |
|
|
2018
Q4 | $30.3M | Sell |
300,969
-5,056
| -2% | -$509K | 2.64% | 13 |
|
|
2018
Q3 | $39.1M | Sell |
306,025
-4,520
| -1% | -$577K | 2.86% | 13 |
|
|
2018
Q2 | $33.6M | Buy |
310,545
+788
| +0.3% | +$85.3K | 2.67% | 13 |
|
|
2018
Q1 | $32.8M | Buy |
309,757
+3,974
| +1% | +$421K | 2.72% | 14 |
|
|
2017
Q4 | $35.8M | Buy |
305,783
+2,168
| +0.7% | +$254K | 2.96% | 12 |
|
|
2017
Q3 | $34.5M | Buy |
303,615
+1,277
| +0.4% | +$145K | 3% | 12 |
|
|
2017
Q2 | $37.7M | Buy |
302,338
+1,272
| +0.4% | +$159K | 3.34% | 10 |
|
|
2017
Q1 | $35.7M | Sell |
301,066
-649
| -0.2% | -$76.9K | 3.05% | 10 |
|
|
2016
Q4 | $30.2M | Buy |
301,715
+14,911
| +5% | +$1.49M | 2.75% | 14 |
|
|
2016
Q3 | $36.2M | Buy |
286,804
+119
| +0% | +$15K | 3.36% | 7 |
|
|
2016
Q2 | $33.5M | Buy |
286,685
+6,192
| +2% | +$724K | 3.29% | 9 |
|
|
2016
Q1 | $29M | Buy |
280,493
+835
| +0.3% | +$86.4K | 3.05% | 11 |
|
|
2015
Q4 | $27.9M | Buy |
279,658
+3,249
| +1% | +$324K | 2.91% | 12 |
|
|
2015
Q3 | $25.2M | Buy |
276,409
+195,550
| +242% | +$17.8M | 2.75% | 13 |
|
|
2015
Q2 | $8.58M | Buy |
80,859
+1,607
| +2% | +$170K | 0.88% | 36 |
|
|
2015
Q1 | $9.04M | Sell |
79,252
-1,504
| -2% | -$172K | 0.92% | 36 |
|
|
2014
Q4 | $8.89M | Sell |
80,756
-325
| -0.4% | -$35.8K | 0.9% | 35 |
|
|
2014
Q3 | $7.92M | Sell |
81,081
-97
| -0.1% | -$9.47K | 0.83% | 37 |
|
|
2014
Q2 | $8.19M | Sell |
81,178
-1,041
| -1% | -$105K | 0.86% | 37 |
|
|
2014
Q1 | $7.55M | Buy |
82,219
+5,011
| +6% | +$460K | 0.81% | 36 |
|
|
2013
Q4 | $6.99M | Buy |
77,208
+1,911
| +3% | +$173K | 0.75% | 36 |
|
|
2013
Q3 | $6.01M | Sell |
75,297
-159
| -0.2% | -$12.7K | 0.71% | 38 |
|
|
2013
Q2 | $5.49M | Buy |
+75,456
| New | +$5.49M | 0.69% | 42 |
|