Crestwood Advisors Group’s Zimmer Biomet ZBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,842
Closed -$224K 434
2023
Q4
$224K Sell
1,842
-72
-4% -$8.76K 0.01% 374
2023
Q3
$215K Buy
1,914
+371
+24% +$41.6K 0.01% 337
2023
Q2
$225K Buy
+1,543
New +$225K 0.01% 236