Financial Architects (New Jersey)’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,373
| Closed | -$293K | – | 367 |
|
|
2021
Q4 | $293K | Sell |
2,373
-875
| -27% | -$108K | 0.04% | 271 |
|
|
2021
Q3 | $462K | Hold |
3,248
| – | – | 0.07% | 210 |
|
|
2021
Q2 | $507K | Buy |
3,248
+1,322
| +69% | +$206K | 0.07% | 201 |
|
|
2021
Q1 | $299K | Sell |
1,926
-6
| -0.3% | -$931 | 0.05% | 257 |
|
|
2020
Q4 | $289K | Buy |
1,932
+6
| +0.3% | +$898 | 0.05% | 229 |
|
|
2020
Q3 | $255K | Hold |
1,926
| – | – | 0.06% | 223 |
|
|
2020
Q2 | $223K | Buy |
1,926
+194
| +11% | +$22.5K | 0.05% | 227 |
|
|
2020
Q1 | $170K | Sell |
1,732
-67
| -4% | -$6.58K | 0.05% | 236 |
|
|
2019
Q4 | $261K | Hold |
1,799
| – | – | 0.06% | 216 |
|
|
2019
Q3 | $240K | Hold |
1,799
| – | – | 0.06% | 216 |
|
|
2019
Q2 | $206K | Sell |
1,799
-466
| -21% | -$53.4K | 0.04% | 233 |
|
|
2019
Q1 | $281K | Sell |
2,265
-623
| -22% | -$77.3K | 0.05% | 233 |
|
|
2018
Q4 | $291K | Sell |
2,888
-504
| -15% | -$50.8K | 0.06% | 211 |
|
|
2018
Q3 | $433K | Buy |
+3,392
| New | +$433K | 0.07% | 179 |
|
|
2018
Q2 | – | Sell |
-1,042
| Closed | -$110K | – | 1430 |
|
|
2018
Q1 | $110K | Buy |
+1,042
| New | +$110K | 0.02% | 389 |
|
|
2017
Q4 | – | Sell |
-45
| Closed | -$5K | – | 1463 |
|
|
2017
Q3 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 1187 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1508 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1531 |
|
|
2016
Q4 | – | Sell |
-201
| Closed | -$25K | – | 1471 |
|
|
2016
Q3 | $25K | Buy |
+201
| New | +$25K | 0.01% | 780 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1441 |
|
|
2015
Q3 | – | Sell |
-1,021
| Closed | -$108K | – | 922 |
|
|
2015
Q2 | $108K | Hold |
1,021
| – | – | 0.04% | 286 |
|
|
2015
Q1 | $116K | Hold |
1,021
| – | – | 0.04% | 262 |
|
|
2014
Q4 | $112K | Buy |
1,021
+274
| +37% | +$30.1K | 0.05% | 235 |
|
|
2014
Q3 | $73K | Hold |
747
| – | – | 0.04% | 270 |
|
|
2014
Q2 | $75K | Buy |
+747
| New | +$75K | 0.04% | 271 |
|
|
2013
Q4 | – | Sell |
-34
| Closed | -$3K | – | 582 |
|
|
2013
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 661 |
|