BWAM
Boyd Watterson Asset Management’s Zimmer Biomet ZBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.6K | Hold |
675
| – | – | 0.02% | 169 |
|
2025
Q1 | $76.4K | Hold |
675
| – | – | 0.02% | 164 |
|
2024
Q4 | $71.3K | Hold |
675
| – | – | 0.02% | 168 |
|
2024
Q3 | $72.9K | Sell |
675
-75
| -10% | -$8.1K | 0.02% | 164 |
|
2024
Q2 | $81.4K | Hold |
750
| – | – | 0.02% | 155 |
|
2024
Q1 | $99K | Hold |
750
| – | – | 0.04% | 149 |
|
2023
Q4 | $91.3K | Hold |
750
| – | – | 0.04% | 152 |
|
2023
Q3 | $84.2K | Hold |
750
| – | – | 0.04% | 151 |
|
2023
Q2 | $109K | Hold |
750
| – | – | 0.04% | 143 |
|
2023
Q1 | $96.9K | Hold |
750
| – | – | 0.04% | 155 |
|
2022
Q4 | $95.6K | Buy |
+750
| New | +$95.6K | 0.04% | 155 |
|
2022
Q1 | – | Sell |
-6,650
| Closed | -$845K | – | 157 |
|
2021
Q4 | $845K | Hold |
6,650
| – | – | 0.28% | 87 |
|
2021
Q3 | $973K | Buy |
+6,650
| New | +$973K | 0.36% | 79 |
|
2019
Q1 | – | Sell |
-3,450
| Closed | -$358K | – | 126 |
|
2018
Q4 | $358K | Sell |
3,450
-700
| -17% | -$72.6K | 0.26% | 87 |
|
2018
Q3 | $546K | Hold |
4,150
| – | – | 0.31% | 82 |
|
2018
Q2 | $462K | Sell |
4,150
-100
| -2% | -$11.1K | 0.27% | 84 |
|
2018
Q1 | $463K | Hold |
4,250
| – | – | 0.23% | 102 |
|
2017
Q4 | $513K | Sell |
4,250
-1,092
| -20% | -$132K | 0.25% | 94 |
|
2017
Q3 | $625K | Sell |
5,342
-129
| -2% | -$15.1K | 0.31% | 93 |
|
2017
Q2 | $702K | Sell |
5,471
-17
| -0.3% | -$2.18K | 0.36% | 83 |
|
2017
Q1 | $670K | Buy |
5,488
+931
| +20% | +$114K | 0.34% | 83 |
|
2016
Q4 | $470K | Buy |
+4,557
| New | +$470K | 0.25% | 105 |
|