Focused Wealth Management’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-176
| Closed | -$21.5K | – | 1005 |
|
|
2023
Q4 | $21.5K | Hold |
176
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $19.8K | Hold |
176
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $25.7K | Hold |
176
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $22.8K | Hold |
176
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $22.5K | Hold |
176
| – | – | ﹤0.01% | 417 |
|
|
2022
Q3 | $18K | Hold |
176
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $18K | Hold |
176
| – | – | ﹤0.01% | 426 |
|
|
2022
Q1 | $22K | Sell |
176
-5
| -3% | -$603 | ﹤0.01% | 434 |
|
|
2021
Q4 | $22K | Hold |
181
| – | – | ﹤0.01% | 483 |
|
|
2021
Q3 | $26K | Hold |
181
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $28K | Buy |
181
+11
| +6% | +$1.78K | ﹤0.01% | 459 |
|
|
2021
Q1 | $26K | Hold |
170
| – | – | ﹤0.01% | 464 |
|
|
2020
Q4 | $25K | Hold |
170
| – | – | ﹤0.01% | 436 |
|
|
2020
Q3 | $22K | Hold |
170
| – | – | ﹤0.01% | 405 |
|
|
2020
Q2 | $20K | Buy |
170
+12
| +8% | +$1.38K | ﹤0.01% | 408 |
|
|
2020
Q1 | $15K | Hold |
158
| – | – | ﹤0.01% | 414 |
|
|
2019
Q4 | $23K | Hold |
158
| – | – | 0.01% | 389 |
|
|
2019
Q3 | $21K | Hold |
158
| – | – | 0.01% | 390 |
|
|
2019
Q2 | $18K | Hold |
158
| – | – | ﹤0.01% | 430 |
|
|
2019
Q1 | $20K | Hold |
158
| – | – | 0.01% | 376 |
|
|
2018
Q4 | $16K | Hold |
158
| – | – | 0.01% | 405 |
|
|
2018
Q3 | $20K | Hold |
158
| – | – | 0.01% | 366 |
|
|
2018
Q2 | $17K | Hold |
158
| – | – | 0.01% | 380 |
|
|
2018
Q1 | $17K | Buy |
158
+52
| +49% | +$6.04K | 0.01% | 407 |
|
|
2017
Q4 | $12K | Sell |
106
-41
| -28% | -$4.64K | ﹤0.01% | 446 |
|
|
2017
Q3 | $17K | Hold |
147
| – | – | 0.01% | 368 |
|
|
2017
Q2 | $18K | Hold |
147
| – | – | 0.01% | 392 |
|
|
2017
Q1 | $17K | Hold |
147
| – | – | 0.01% | 402 |
|
|
2016
Q4 | $15K | Hold |
147
| – | – | 0.01% | 429 |
|
|
2016
Q3 | $19K | Hold |
147
| – | – | 0.01% | 372 |
|
|
2016
Q2 | $17K | Hold |
147
| – | – | 0.01% | 374 |
|
|
2016
Q1 | $15K | Sell |
147
-1
| -0.7% | -$97 | 0.01% | 339 |
|
|
2015
Q4 | $15K | Buy |
148
+1
| +0.7% | +$98 | 0.01% | 351 |
|
|
2015
Q3 | $13K | Sell |
147
-41
| -22% | -$4.11K | 0.01% | 362 |
|
|
2015
Q2 | $20K | Sell |
188
-124
| -40% | -$13.7K | 0.01% | 315 |
|
|
2015
Q1 | $36K | Hold |
312
| – | – | 0.02% | 241 |
|
|
2014
Q4 | $34K | Hold |
312
| – | – | 0.02% | 242 |
|
|
2014
Q3 | $30K | Buy |
312
+1
| +0.3% | +$98 | 0.02% | 262 |
|
|
2014
Q2 | $31K | Hold |
311
| – | – | 0.02% | 247 |
|
|
2014
Q1 | $29K | Hold |
311
| – | – | 0.02% | 234 |
|
|
2013
Q4 | $28K | Sell |
311
-1
| -0.3% | -$87 | 0.02% | 239 |
|
|
2013
Q3 | $25K | Buy |
+312
| New | +$24.6K | 0.02% | 245 |
|
Other funds holding ZBH
Focused Wealth Management's ZBH Position: Q1 2024 in Review
Focused Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 176 shares — an estimated $21.5K sold.
Focused Wealth Management first reported a position in ZBH in Q3 2013 and held it in 42 quarters. The position peaked at $36K in Q1 2015. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.
- Focused Wealth Management reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 176 Zimmer Biomet shares in Q1 2024, an estimated $21.5K.
- Focused Wealth Management first reported a position in Zimmer Biomet in Q3 2013 and held it in 42 quarters.
- Focused Wealth Management's Zimmer Biomet position peaked at $36K in Q1 2015.
- 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.