Costello Asset Management’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
$261K Sell
2,860
-6,560
-70% -$598K 0.1% 97
2025
Q1
$1.07M Sell
9,420
-5,162
-35% -$584K 0.43% 40
2024
Q4
$1.54M Sell
14,582
-2,977
-17% -$314K 1.02% 35
2024
Q3
$1.9M Sell
17,559
-8,618
-33% -$930K 1.27% 28
2024
Q2
$2.84M Sell
26,177
-1,570
-6% -$170K 2.12% 20
2024
Q1
$3.66M Sell
27,747
-18,375
-40% -$2.43M 2.62% 16
2023
Q4
$5.61M Sell
46,122
-2,171
-4% -$264K 4.66% 5
2023
Q3
$5.42M Sell
48,293
-209
-0.4% -$23.5K 4.98% 5
2023
Q2
$7.06M Buy
48,502
+6,355
+15% +$925K 6.05% 4
2023
Q1
$5.45M Buy
42,147
+8,171
+24% +$1.06M 5.61% 4
2022
Q4
$4.33M Buy
33,976
+112
+0.3% +$14.3K 3.9% 7
2022
Q3
$3.54M Buy
33,864
+9,447
+39% +$988K 3.34% 8
2022
Q2
$2.57M Buy
24,417
+6,668
+38% +$700K 2.22% 14
2022
Q1
$2.27M Sell
17,749
-1,052
-6% -$135K 1.56% 22
2021
Q4
$2.32M Buy
18,801
+742
+4% +$91.5K 1.42% 25
2021
Q3
$2.56M Sell
18,059
-2,467
-12% -$349K 1.63% 20
2021
Q2
$3.21M Sell
20,526
-560
-3% -$87.4K 2.1% 17
2021
Q1
$3.28M Buy
21,086
+486
+2% +$75.5K 2.26% 16
2020
Q4
$3.08M Buy
20,600
+352
+2% +$52.7K 2.33% 16
2020
Q3
$2.68M Buy
20,248
+2,279
+13% +$301K 2.36% 18
2020
Q2
$2.08M Buy
+17,969
New +$2.08M 2.05% 19