Caldwell Trust’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3K | Sell |
80
-6
|
|
||||
|
2025
Q1 | $9.73K | Buy |
86
+83
|
|
||||
|
2024
Q4 | $317 | Hold |
3
|
|
||||
|
2024
Q3 | $324 | Buy |
+3
|
|
||||
|
2022
Q4 | – | Sell |
-40
|
|
||||
|
2022
Q3 | $4.18K | Hold |
40
|
|
||||
|
2022
Q2 | $4.2K | Hold |
40
|
|
||||
|
2022
Q1 | $5.12K | Sell |
40
-1
|
|
||||
|
2021
Q4 | $5.08K | Hold |
41
|
|
||||
|
2021
Q3 | $5.85K | Hold |
41
|
|
||||
|
2021
Q2 | $6.43K | Sell |
41
-24
|
|
||||
|
2021
Q1 | $10.1K | Sell |
65
-824
|
|
||||
|
2020
Q4 | $133K | Sell |
889
-2,832
|
|
||||
|
2020
Q3 | $492K | Sell |
3,721
-732
|
|
||||
|
2020
Q2 | $516K | Sell |
4,453
-643
|
|
||||
|
2020
Q1 | $500K | Sell |
5,096
-309
|
|
||||
|
2019
Q4 | $786K | Buy |
+5,405
|
|