Cary Street Partners Investment Advisory’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 | $29.8K | Buy |
327
+149
| +84% | +$13.6K | 0.01% | 457 |
|
2025
Q1 | $20.1K | Sell |
178
-125
| -41% | -$14.1K | 0.01% | 442 |
|
2024
Q4 | $32K | Sell |
303
-9,221
| -97% | -$974K | 0.02% | 364 |
|
2024
Q3 | $1.03M | Buy |
9,524
+807
| +9% | +$87.1K | 0.04% | 365 |
|
2024
Q2 | $946K | Buy |
8,717
+115
| +1% | +$12.5K | 0.04% | 350 |
|
2024
Q1 | $1.14M | Buy |
8,602
+281
| +3% | +$37.1K | 0.05% | 323 |
|
2023
Q4 | $1.01M | Sell |
8,321
-266
| -3% | -$32.4K | 0.05% | 318 |
|
2023
Q3 | $964K | Buy |
8,587
+7,148
| +497% | +$802K | 0.05% | 306 |
|
2023
Q2 | $210K | Sell |
1,439
-115
| -7% | -$16.7K | 0.01% | 499 |
|
2023
Q1 | $201K | Sell |
1,554
-220
| -12% | -$28.4K | 0.01% | 469 |
|
2022
Q4 | $226K | Sell |
1,774
-165
| -9% | -$21K | 0.02% | 446 |
|
2022
Q3 | $203K | Buy |
1,939
+575
| +42% | +$60.2K | 0.02% | 448 |
|
2022
Q2 | $143K | Buy |
+1,364
| New | +$143K | 0.01% | 472 |
|
2021
Q3 | – | Sell |
-367
| Closed | -$57K | – | 314 |
|
2021
Q2 | $57K | Hold |
367
| – | – | 0.02% | 284 |
|
2021
Q1 | $57K | Sell |
367
-1,382
| -79% | -$215K | 0.02% | 263 |
|
2020
Q4 | $262K | Sell |
1,749
-4,196
| -71% | -$629K | 0.05% | 273 |
|
2020
Q3 | $786K | Buy |
+5,945
| New | +$786K | 0.17% | 147 |
|