Carson Wealth (CWM LLC)’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
24,507
+16,429
| +203% | +$1.5M | 0.01% | 909 |
|
|
2025
Q1 | $914K | Buy |
8,078
+180
| +2% | +$20.4K | ﹤0.01% | 1178 |
|
|
2024
Q4 | $834K | Buy |
7,898
+932
| +13% | +$98.4K | ﹤0.01% | 1177 |
|
|
2024
Q3 | $752K | Buy |
6,966
+481
| +7% | +$51.9K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $704K | Buy |
6,485
+265
| +4% | +$28.8K | ﹤0.01% | 1064 |
|
|
2024
Q1 | $821K | Sell |
6,220
-665
| -10% | -$87.8K | ﹤0.01% | 939 |
|
|
2023
Q4 | $838K | Sell |
6,885
-895
| -12% | -$109K | ﹤0.01% | 876 |
|
|
2023
Q3 | $873K | Sell |
7,780
-353
| -4% | -$39.6K | 0.01% | 795 |
|
|
2023
Q2 | $1.18M | Buy |
8,133
+6
| +0.1% | +$873 | 0.01% | 648 |
|
|
2023
Q1 | $1.05M | Buy |
8,127
+624
| +8% | +$80.6K | 0.01% | 650 |
|
|
2022
Q4 | $957K | Sell |
7,503
-648
| -8% | -$82.7K | 0.01% | 629 |
|
|
2022
Q3 | $852K | Buy |
8,151
+219
| +3% | +$22.9K | 0.01% | 594 |
|
|
2022
Q2 | $833K | Sell |
7,932
-807
| -9% | -$84.7K | 0.01% | 604 |
|
|
2022
Q1 | $1.12M | Sell |
8,739
-862
| -9% | -$110K | 0.01% | 537 |
|
|
2021
Q4 | $1.18M | Buy |
+9,601
| New | +$1.18M | 0.01% | 545 |
|
|
2021
Q2 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2021
Q1 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2020
Q4 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2020
Q3 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2020
Q2 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2020
Q1 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2019
Q4 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2019
Q3 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2019
Q2 | $15.3M | Hold |
98,199
| – | – | 0.12% | 163 |
|
|
2019
Q1 | $15.3M | Buy |
98,199
+60,850
| +163% | +$9.5M | 0.12% | 163 |
|
|
2018
Q4 | $3.76M | Sell |
37,349
-28,797
| -44% | -$2.9M | 0.09% | 186 |
|
|
2018
Q3 | $8.44M | Buy |
66,146
+11,825
| +22% | +$1.51M | 0.22% | 115 |
|
|
2018
Q2 | $5.88M | Buy |
54,321
+19,216
| +55% | +$2.08M | 0.19% | 114 |
|
|
2018
Q1 | $3.72M | Buy |
35,105
+34,963
| +24,622% | +$3.7M | 0.15% | 118 |
|
|
2017
Q4 | $17K | Buy |
142
+18
| +15% | +$2.16K | ﹤0.01% | 740 |
|
|
2017
Q3 | $14K | Sell |
124
-103
| -45% | -$11.6K | ﹤0.01% | 813 |
|
|
2017
Q2 | $28K | Buy |
227
+103
| +83% | +$12.7K | ﹤0.01% | 579 |
|
|
2017
Q1 | $15K | Sell |
124
-103
| -45% | -$12.5K | ﹤0.01% | 672 |
|
|
2016
Q4 | $23K | Sell |
227
-161
| -41% | -$16.3K | ﹤0.01% | 564 |
|
|
2016
Q3 | $49K | Buy |
388
+161
| +71% | +$20.3K | ﹤0.01% | 425 |
|
|
2016
Q2 | $26K | Hold |
227
| – | – | ﹤0.01% | 441 |
|
|
2016
Q1 | $23K | Hold |
227
| – | – | ﹤0.01% | 428 |
|
|
2015
Q4 | $23K | Hold |
227
| – | – | ﹤0.01% | 387 |
|
|
2015
Q3 | $21K | Buy |
+227
| New | +$21K | ﹤0.01% | 365 |
|
|
2014
Q1 | – | Sell |
-227
| Closed | -$21K | – | 458 |
|
|
2013
Q4 | $21K | Buy |
227
+103
| +83% | +$9.53K | ﹤0.01% | 334 |
|
|
2013
Q3 | $10K | Buy |
+124
| New | +$10K | ﹤0.01% | 320 |
|