EWM
Evercore Wealth Management’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
3,342
| – | – | ﹤0.01% | 338 |
|
|
2025
Q1 | $378K | Hold |
3,342
| – | – | 0.01% | 308 |
|
|
2024
Q4 | $353K | Hold |
3,342
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $361K | Sell |
3,342
-22
| -0.7% | -$2.38K | 0.01% | 318 |
|
|
2024
Q2 | $365K | Hold |
3,364
| – | – | 0.01% | 315 |
|
|
2024
Q1 | $444K | Buy |
3,364
+11
| +0.3% | +$1.45K | 0.01% | 296 |
|
|
2023
Q4 | $408K | Buy |
3,353
+11
| +0.3% | +$1.34K | 0.01% | 302 |
|
|
2023
Q3 | $375K | Hold |
3,342
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $487K | Hold |
3,342
| – | – | 0.01% | 284 |
|
|
2023
Q1 | $432K | Sell |
3,342
-17
| -0.5% | -$2.2K | 0.01% | 289 |
|
|
2022
Q4 | $428K | Sell |
3,359
-63
| -2% | -$8.03K | 0.01% | 283 |
|
|
2022
Q3 | $358K | Buy |
3,422
+80
| +2% | +$8.37K | 0.01% | 287 |
|
|
2022
Q2 | $351K | Hold |
3,342
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $427K | Hold |
3,342
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $424K | Hold |
3,342
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $490K | Hold |
3,342
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $538K | Sell |
3,342
-15
| -0.4% | -$2.42K | 0.01% | 283 |
|
|
2021
Q1 | $537K | Sell |
3,357
-3
| -0.1% | -$480 | 0.01% | 281 |
|
|
2020
Q4 | $518K | Buy |
3,360
+20
| +0.6% | +$3.08K | 0.01% | 282 |
|
|
2020
Q3 | $455K | Buy |
3,340
+13
| +0.4% | +$1.77K | 0.01% | 275 |
|
|
2020
Q2 | $397K | Sell |
3,327
-91
| -3% | -$10.9K | 0.01% | 282 |
|
|
2020
Q1 | $346K | Sell |
3,418
-185
| -5% | -$18.7K | 0.01% | 276 |
|
|
2019
Q4 | $540K | Sell |
3,603
-78
| -2% | -$11.7K | 0.01% | 271 |
|
|
2019
Q3 | $505K | Buy |
3,681
+332
| +10% | +$45.5K | 0.01% | 271 |
|
|
2019
Q2 | $394K | Hold |
3,349
| – | – | 0.01% | 307 |
|
|
2019
Q1 | $427K | Buy |
3,349
+25
| +0.8% | +$3.19K | 0.01% | 289 |
|
|
2018
Q4 | $345K | Hold |
3,324
| – | – | 0.01% | 287 |
|
|
2018
Q3 | $437K | Hold |
3,324
| – | – | 0.01% | 294 |
|
|
2018
Q2 | $370K | Sell |
3,324
-553
| -14% | -$61.6K | 0.01% | 301 |
|
|
2018
Q1 | $422K | Hold |
3,877
| – | – | 0.02% | 263 |
|
|
2017
Q4 | $468K | Hold |
3,877
| – | – | 0.02% | 263 |
|
|
2017
Q3 | $454K | Sell |
3,877
-150
| -4% | -$17.6K | 0.02% | 266 |
|
|
2017
Q2 | $517K | Sell |
4,027
-440
| -10% | -$56.5K | 0.02% | 250 |
|
|
2017
Q1 | $546K | Sell |
4,467
-911
| -17% | -$111K | 0.02% | 250 |
|
|
2016
Q4 | $555K | Buy |
5,378
+871
| +19% | +$89.9K | 0.02% | 246 |
|
|
2016
Q3 | $586K | Sell |
4,507
-105
| -2% | -$13.7K | 0.02% | 232 |
|
|
2016
Q2 | $555K | Buy |
4,612
+68
| +1% | +$8.18K | 0.02% | 230 |
|
|
2016
Q1 | $484K | Sell |
4,544
-50
| -1% | -$5.33K | 0.02% | 246 |
|
|
2015
Q4 | $471K | Buy |
4,594
+220
| +5% | +$22.6K | 0.02% | 258 |
|
|
2015
Q3 | $409K | Hold |
4,374
| – | – | 0.02% | 279 |
|
|
2015
Q2 | $478K | Sell |
4,374
-50
| -1% | -$5.46K | 0.02% | 278 |
|
|
2015
Q1 | $521K | Sell |
4,424
-73
| -2% | -$8.6K | 0.02% | 268 |
|
|
2014
Q4 | $512K | Buy |
4,497
+73
| +2% | +$8.31K | 0.03% | 233 |
|
|
2014
Q3 | $446K | Hold |
4,424
| – | – | 0.02% | 280 |
|
|
2014
Q2 | $460K | Buy |
4,424
+224
| +5% | +$23.3K | 0.02% | 278 |
|
|
2014
Q1 | $397K | Hold |
4,200
| – | – | 0.02% | 287 |
|
|
2013
Q4 | $391K | Sell |
4,200
-44
| -1% | -$4.1K | 0.02% | 291 |
|
|
2013
Q3 | $349K | Sell |
4,244
-89
| -2% | -$7.32K | 0.02% | 324 |
|
|
2013
Q2 | $325K | Buy |
+4,333
| New | +$325K | 0.02% | 343 |
|