EP Wealth 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 | – | Sell |
-1,799
| Closed | -$204K | – | 1482 |
|
|
2025
Q1 | $204K | Sell |
1,799
-160
| -8% | -$18.1K | ﹤0.01% | 1126 |
|
|
2024
Q4 | $207K | Buy |
1,959
+15
| +0.8% | +$1.58K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $210K | Sell |
1,944
-414
| -18% | -$44.7K | ﹤0.01% | 1027 |
|
|
2024
Q2 | $256K | Buy |
2,358
+225
| +11% | +$24.4K | ﹤0.01% | 697 |
|
|
2024
Q1 | $282K | Buy |
+2,133
| New | +$282K | ﹤0.01% | 648 |
|
|
2022
Q3 | – | Sell |
-4,709
| Closed | -$495K | – | 663 |
|
|
2022
Q2 | $495K | Buy |
+4,709
| New | +$495K | 0.01% | 374 |
|