Clifford Swan Investment Counsel’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 | $402K | Sell |
4,412
-60
| -1% | -$5.47K | 0.01% | 238 |
|
|
2025
Q1 | $506K | Hold |
4,472
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $472K | Hold |
4,472
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $483K | Hold |
4,472
| – | – | 0.02% | 226 |
|
|
2024
Q2 | $485K | Sell |
4,472
-52
| -1% | -$5.64K | 0.02% | 216 |
|
|
2024
Q1 | $597K | Sell |
4,524
-339
| -7% | -$44.7K | 0.02% | 205 |
|
|
2023
Q4 | $592K | Hold |
4,863
| – | – | 0.02% | 202 |
|
|
2023
Q3 | $546K | Hold |
4,863
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $708K | Sell |
4,863
-100
| -2% | -$14.6K | 0.03% | 194 |
|
|
2023
Q1 | $641K | Sell |
4,963
-199
| -4% | -$25.7K | 0.03% | 195 |
|
|
2022
Q4 | $658K | Sell |
5,162
-14
| -0.3% | -$1.79K | 0.03% | 189 |
|
|
2022
Q3 | $541K | Sell |
5,176
-550
| -10% | -$57.5K | 0.03% | 206 |
|
|
2022
Q2 | $602K | Buy |
5,726
+51
| +0.9% | +$5.36K | 0.03% | 204 |
|
|
2022
Q1 | $726K | Sell |
5,675
-193
| -3% | -$24.7K | 0.03% | 205 |
|
|
2021
Q4 | $724K | Hold |
5,868
| – | – | 0.03% | 211 |
|
|
2021
Q3 | $831K | Sell |
5,868
-31
| -0.5% | -$4.39K | 0.03% | 199 |
|
|
2021
Q2 | $849K | Hold |
5,899
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $917K | Hold |
5,899
| – | – | 0.04% | 183 |
|
|
2020
Q4 | $882K | Sell |
5,899
-103
| -2% | -$15.4K | 0.04% | 183 |
|
|
2020
Q3 | $793K | Buy |
6,002
+26
| +0.4% | +$3.44K | 0.04% | 185 |
|
|
2020
Q2 | $693K | Sell |
5,976
-165
| -3% | -$19.1K | 0.04% | 186 |
|
|
2020
Q1 | $603K | Hold |
6,141
| – | – | 0.04% | 185 |
|
|
2019
Q4 | $892K | Sell |
6,141
-216
| -3% | -$31.4K | 0.04% | 177 |
|
|
2019
Q3 | $847K | Hold |
6,357
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $727K | Hold |
6,357
| – | – | 0.04% | 181 |
|
|
2019
Q1 | $788K | Hold |
6,357
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $640K | Sell |
6,357
-196
| -3% | -$19.7K | 0.04% | 180 |
|
|
2018
Q3 | $836K | Hold |
6,553
| – | – | 0.04% | 164 |
|
|
2018
Q2 | $709K | Sell |
6,553
-41
| -0.6% | -$4.44K | 0.04% | 178 |
|
|
2018
Q1 | $698K | Sell |
6,594
-309
| -4% | -$32.7K | 0.04% | 181 |
|
|
2017
Q4 | $809K | Buy |
6,903
+3,337
| +94% | +$391K | 0.04% | 173 |
|
|
2017
Q3 | $405K | Buy |
3,566
+206
| +6% | +$23.4K | 0.02% | 231 |
|
|
2017
Q2 | $419K | Hold |
3,360
| – | – | 0.03% | 231 |
|
|
2017
Q1 | $398K | Hold |
3,360
| – | – | 0.03% | 222 |
|
|
2016
Q4 | $337K | Buy |
3,360
+98
| +3% | +$9.83K | 0.02% | 224 |
|
|
2016
Q3 | $412K | Sell |
3,262
-40
| -1% | -$5.05K | 0.03% | 210 |
|
|
2016
Q2 | $386K | Sell |
3,302
-1,592
| -33% | -$186K | 0.03% | 198 |
|
|
2016
Q1 | $507K | Sell |
4,894
-206
| -4% | -$21.3K | 0.03% | 191 |
|
|
2015
Q4 | $508K | Sell |
5,100
-4
| -0.1% | -$398 | 0.03% | 196 |
|
|
2015
Q3 | $465K | Sell |
5,104
-103
| -2% | -$9.38K | 0.03% | 193 |
|
|
2015
Q2 | $552K | Sell |
5,207
-267
| -5% | -$28.3K | 0.04% | 183 |
|
|
2015
Q1 | $625K | Sell |
5,474
-103
| -2% | -$11.8K | 0.04% | 174 |
|
|
2014
Q4 | $614K | Buy |
5,577
+41
| +0.7% | +$4.51K | 0.04% | 174 |
|
|
2014
Q3 | $540K | Sell |
5,536
-217
| -4% | -$21.2K | 0.04% | 179 |
|
|
2014
Q2 | $580K | Sell |
5,753
-828
| -13% | -$83.5K | 0.04% | 178 |
|
|
2014
Q1 | $604K | Buy |
6,581
+145
| +2% | +$13.3K | 0.04% | 170 |
|
|
2013
Q4 | $582K | Buy |
6,436
+61
| +1% | +$5.52K | 0.04% | 154 |
|
|
2013
Q3 | $508K | Hold |
6,375
| – | – | 0.04% | 159 |
|
|
2013
Q2 | $464K | Buy |
+6,375
| New | +$464K | 0.04% | 164 |
|