EFS
Essex Financial Services’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
2,371
+168
| +8% | +$15.3K | 0.01% | 641 |
|
|
2025
Q1 | $249K | Sell |
2,203
-108
| -5% | -$12.2K | 0.02% | 546 |
|
|
2024
Q4 | $244K | Sell |
2,311
-126
| -5% | -$13.3K | 0.02% | 543 |
|
|
2024
Q3 | $254K | Sell |
2,437
-279
| -10% | -$29.1K | 0.02% | 530 |
|
|
2024
Q2 | $295K | Buy |
2,716
+1,120
| +70% | +$122K | 0.02% | 482 |
|
|
2024
Q1 | $211K | Buy |
+1,596
| New | +$211K | 0.02% | 501 |
|
|
2023
Q4 | – | Sell |
-1,886
| Closed | -$212K | – | 524 |
|
|
2023
Q3 | $212K | Buy |
1,886
+299
| +19% | +$33.6K | 0.02% | 437 |
|
|
2023
Q2 | $231K | Sell |
1,587
-863
| -35% | -$126K | 0.03% | 416 |
|
|
2023
Q1 | $317K | Buy |
+2,450
| New | +$317K | 0.03% | 368 |
|
|
2022
Q2 | – | Sell |
-1,873
| Closed | -$240K | – | 530 |
|
|
2022
Q1 | $240K | Hold |
1,873
| – | – | 0.02% | 425 |
|
|
2021
Q4 | $238K | Sell |
1,873
-673
| -26% | -$85.5K | 0.02% | 424 |
|
|
2021
Q3 | $373K | Buy |
2,546
+574
| +29% | +$84.1K | 0.04% | 309 |
|
|
2021
Q2 | $316K | Hold |
1,972
| – | – | 0.05% | 318 |
|
|
2021
Q1 | $316K | Buy |
+1,972
| New | +$316K | 0.06% | 259 |
|
|
2016
Q4 | – | Sell |
-1,669
| Closed | -$217K | – | 334 |
|
|
2016
Q3 | $217K | Buy |
+1,669
| New | +$217K | 0.05% | 277 |
|
|
2015
Q4 | – | Sell |
-2,241
| Closed | -$210K | – | 332 |
|
|
2015
Q3 | $210K | Hold |
2,241
| – | – | 0.05% | 293 |
|
|
2015
Q2 | $245K | Buy |
2,241
+121
| +6% | +$13.2K | 0.06% | 274 |
|
|
2015
Q1 | $249K | Buy |
2,120
+40
| +2% | +$4.7K | 0.06% | 268 |
|
|
2014
Q4 | $236K | Hold |
2,080
| – | – | 0.06% | 275 |
|
|
2014
Q3 | $209K | Sell |
2,080
-240
| -10% | -$24.1K | 0.06% | 275 |
|
|
2014
Q2 | $241K | Buy |
2,320
+63
| +3% | +$6.54K | 0.07% | 258 |
|
|
2014
Q1 | $213K | Buy |
+2,257
| New | +$213K | 0.07% | 262 |
|