Clifford Swan Investment Counsel’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $592K | Hold |
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|
2023
Q3 | $546K | Hold |
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|
2023
Q2 | $708K | Sell |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $658K | Sell |
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $602K | Buy |
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|
2022
Q1 | $726K | Sell |
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|
2021
Q4 | $724K | Hold |
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|
2021
Q3 | $831K | Sell |
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|
2021
Q2 | $849K | Hold |
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|
2021
Q1 | $917K | Hold |
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|
2020
Q4 | $882K | Sell |
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|
2020
Q3 | $793K | Buy |
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|
2020
Q2 | $693K | Sell |
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|
2020
Q1 | $603K | Hold |
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|
2019
Q4 | $892K | Sell |
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|
2019
Q3 | $847K | Hold |
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|
2019
Q2 | $727K | Hold |
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|
2019
Q1 | $788K | Hold |
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|
2018
Q4 | $640K | Sell |
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|
2018
Q3 | $836K | Hold |
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|
2018
Q2 | $709K | Sell |
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|
2018
Q1 | $698K | Sell |
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|
2017
Q4 | $809K | Buy |
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|
2017
Q3 | $405K | Buy |
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|
2017
Q2 | $419K | Hold |
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|
2017
Q1 | $398K | Hold |
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|
2016
Q4 | $337K | Buy |
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|
2016
Q3 | $412K | Sell |
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|
2016
Q2 | $386K | Sell |
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|
2016
Q1 | $507K | Sell |
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|
2015
Q4 | $508K | Sell |
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|
2015
Q3 | $465K | Sell |
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|
2015
Q2 | $552K | Sell |
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|
2015
Q1 | $625K | Sell |
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|
2014
Q4 | $614K | Buy |
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|
2014
Q3 | $540K | Sell |
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|
2014
Q2 | $580K | Sell |
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|
2014
Q1 | $604K | Buy |
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|
2013
Q4 | $582K | Buy |
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|
2013
Q3 | $508K | Hold |
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|
2013
Q2 | $464K | Buy |
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