Clearstead 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 | $473K | Buy |
5,183
+612
| +13% | +$55.8K | 0.01% | 623 |
|
|
2025
Q1 | $517K | Buy |
4,571
+57
| +1% | +$6.45K | 0.01% | 566 |
|
|
2024
Q4 | $477K | Sell |
4,514
-4,240
| -48% | -$448K | 0.01% | 587 |
|
|
2024
Q3 | $945K | Sell |
8,754
-510
| -6% | -$55.1K | 0.01% | 430 |
|
|
2024
Q2 | $1.01M | Buy |
9,264
+371
| +4% | +$40.3K | 0.02% | 395 |
|
|
2024
Q1 | $1.06M | Sell |
8,893
-838
| -9% | -$100K | 0.05% | 220 |
|
|
2023
Q4 | $1.18M | Sell |
9,731
-9,479
| -49% | -$1.15M | 0.06% | 203 |
|
|
2023
Q3 | $2.16M | Buy |
19,210
+9,605
| +100% | +$1.08M | 0.06% | 203 |
|
|
2023
Q2 | $1.4M | Hold |
9,605
| – | – | 0.08% | 169 |
|
|
2023
Q1 | $1.24M | Hold |
9,605
| – | – | 0.09% | 160 |
|
|
2022
Q4 | $1.22M | Hold |
9,605
| – | – | 0.1% | 160 |
|
|
2022
Q3 | $1M | Buy |
9,605
+400
| +4% | +$41.8K | 0.09% | 157 |
|
|
2022
Q2 | $967K | Hold |
9,205
| – | – | 0.08% | 176 |
|
|
2022
Q1 | $1.18M | Sell |
9,205
-534
| -5% | -$68.3K | 0.08% | 166 |
|
|
2021
Q4 | $1.2M | Sell |
9,739
-11
| -0.1% | -$1.36K | 0.08% | 164 |
|
|
2021
Q3 | $1.39M | Sell |
9,750
-17
| -0.2% | -$2.42K | 0.1% | 144 |
|
|
2021
Q2 | $1.53M | Buy |
9,767
+760
| +8% | +$119K | 0.12% | 133 |
|
|
2021
Q1 | $1.4M | Buy |
9,007
+426
| +5% | +$66.2K | 0.12% | 136 |
|
|
2020
Q4 | $1.28M | Hold |
8,581
| – | – | 0.12% | 134 |
|
|
2020
Q3 | $1.13M | Sell |
8,581
-165
| -2% | -$21.8K | 0.12% | 127 |
|
|
2020
Q2 | $1.01M | Buy |
8,746
+5,150
| +143% | +$596K | 0.12% | 133 |
|
|
2020
Q1 | $353K | Buy |
3,596
+289
| +9% | +$28.4K | 0.05% | 184 |
|
|
2019
Q4 | $481K | Sell |
3,307
-752
| -19% | -$109K | 0.06% | 181 |
|
|
2019
Q3 | $541K | Sell |
4,059
-119
| -3% | -$15.9K | 0.07% | 161 |
|
|
2019
Q2 | $478K | Sell |
4,178
-34
| -0.8% | -$3.89K | 0.06% | 175 |
|
|
2019
Q1 | $522K | Buy |
4,212
+34
| +0.8% | +$4.21K | 0.07% | 163 |
|
|
2018
Q4 | $421K | Hold |
4,178
| – | – | 0.07% | 173 |
|
|
2018
Q3 | $533K | Hold |
4,178
| – | – | 0.07% | 145 |
|
|
2018
Q2 | $452K | Hold |
4,178
| – | – | 0.06% | 153 |
|
|
2018
Q1 | $442K | Sell |
4,178
-288
| -6% | -$30.5K | 0.06% | 149 |
|
|
2017
Q4 | $523K | Sell |
4,466
-107
| -2% | -$12.5K | 0.07% | 140 |
|
|
2017
Q3 | $520K | Sell |
4,573
-244
| -5% | -$27.7K | 0.07% | 150 |
|
|
2017
Q2 | $601K | Buy |
4,817
+567
| +13% | +$70.7K | 0.09% | 133 |
|
|
2017
Q1 | $504K | Sell |
4,250
-211
| -5% | -$25K | 0.07% | 143 |
|
|
2016
Q4 | $447K | Buy |
+4,461
| New | +$447K | 0.07% | 137 |
|