Evermay Wealth 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 | $62K | Sell |
678
-940
| -58% | -$86K | 0.01% | 303 |
|
|
2025
Q1 | $184K | Sell |
1,618
-80
| -5% | -$9.07K | 0.02% | 197 |
|
|
2024
Q4 | $180K | Sell |
1,698
-60
| -3% | -$6.35K | 0.03% | 203 |
|
|
2024
Q3 | $190K | Hold |
1,758
| – | – | 0.03% | 203 |
|
|
2024
Q2 | $191K | Buy |
1,758
+120
| +7% | +$13.1K | 0.03% | 202 |
|
|
2024
Q1 | $217K | Buy |
1,638
+47
| +3% | +$6.21K | 0.03% | 195 |
|
|
2023
Q4 | $194K | Buy |
1,591
+3
| +0.2% | +$366 | 0.04% | 182 |
|
|
2023
Q3 | $179K | Hold |
1,588
| – | – | 0.04% | 177 |
|
|
2023
Q2 | $232K | Sell |
1,588
-100
| -6% | -$14.6K | 0.04% | 162 |
|
|
2023
Q1 | $218K | Hold |
1,688
| – | – | 0.04% | 163 |
|
|
2022
Q4 | $216K | Sell |
1,688
-100
| -6% | -$12.8K | 0.04% | 162 |
|
|
2022
Q3 | $187K | Hold |
1,788
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $188K | Hold |
1,788
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $229K | Sell |
1,788
-54
| -3% | -$6.92K | 0.04% | 175 |
|
|
2021
Q4 | $227K | Buy |
1,842
+134
| +8% | +$16.5K | 0.04% | 161 |
|
|
2021
Q3 | $243K | Sell |
1,708
-909
| -35% | -$129K | 0.05% | 142 |
|
|
2021
Q2 | $409K | Hold |
2,617
| – | – | 0.08% | 110 |
|
|
2021
Q1 | $407K | Hold |
2,617
| – | – | 0.08% | 110 |
|
|
2020
Q4 | $392K | Hold |
2,617
| – | – | 0.09% | 109 |
|
|
2020
Q3 | $346K | Buy |
2,617
+309
| +13% | +$40.9K | 0.09% | 106 |
|
|
2020
Q2 | $267K | Buy |
+2,308
| New | +$267K | 0.07% | 123 |
|