Focused 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-176
| Closed | -$21.5K | – | 955 |
|
2023
Q4 | $21.5K | Hold |
176
| – | – | ﹤0.01% | 430 |
|
2023
Q3 | $19.8K | Hold |
176
| – | – | ﹤0.01% | 426 |
|
2023
Q2 | $25.7K | Hold |
176
| – | – | ﹤0.01% | 387 |
|
2023
Q1 | $22.8K | Hold |
176
| – | – | ﹤0.01% | 426 |
|
2022
Q4 | $22.5K | Hold |
176
| – | – | ﹤0.01% | 414 |
|
2022
Q3 | $18K | Hold |
176
| – | – | ﹤0.01% | 412 |
|
2022
Q2 | $18K | Hold |
176
| – | – | ﹤0.01% | 417 |
|
2022
Q1 | $22K | Sell |
176
-5
| -3% | -$625 | ﹤0.01% | 421 |
|
2021
Q4 | $22K | Hold |
181
| – | – | ﹤0.01% | 470 |
|
2021
Q3 | $26K | Hold |
181
| – | – | ﹤0.01% | 449 |
|
2021
Q2 | $28K | Buy |
181
+11
| +6% | +$1.7K | ﹤0.01% | 452 |
|
2021
Q1 | $26K | Hold |
170
| – | – | ﹤0.01% | 452 |
|
2020
Q4 | $25K | Hold |
170
| – | – | ﹤0.01% | 429 |
|
2020
Q3 | $22K | Hold |
170
| – | – | ﹤0.01% | 399 |
|
2020
Q2 | $20K | Buy |
170
+12
| +8% | +$1.41K | ﹤0.01% | 398 |
|
2020
Q1 | $15K | Hold |
158
| – | – | ﹤0.01% | 405 |
|
2019
Q4 | $23K | Hold |
158
| – | – | 0.01% | 385 |
|
2019
Q3 | $21K | Hold |
158
| – | – | 0.01% | 387 |
|
2019
Q2 | $18K | Hold |
158
| – | – | ﹤0.01% | 418 |
|
2019
Q1 | $20K | Hold |
158
| – | – | 0.01% | 370 |
|
2018
Q4 | $16K | Hold |
158
| – | – | 0.01% | 396 |
|
2018
Q3 | $20K | Hold |
158
| – | – | 0.01% | 358 |
|
2018
Q2 | $17K | Hold |
158
| – | – | 0.01% | 374 |
|
2018
Q1 | $17K | Buy |
158
+52
| +49% | +$5.6K | 0.01% | 401 |
|
2017
Q4 | $12K | Sell |
106
-41
| -28% | -$4.64K | ﹤0.01% | 441 |
|
2017
Q3 | $17K | Hold |
147
| – | – | 0.01% | 361 |
|
2017
Q2 | $18K | Hold |
147
| – | – | 0.01% | 388 |
|
2017
Q1 | $17K | Hold |
147
| – | – | 0.01% | 398 |
|
2016
Q4 | $15K | Hold |
147
| – | – | 0.01% | 426 |
|
2016
Q3 | $19K | Hold |
147
| – | – | 0.01% | 372 |
|
2016
Q2 | $17K | Hold |
147
| – | – | 0.01% | 373 |
|
2016
Q1 | $15K | Sell |
147
-1
| -0.7% | -$102 | 0.01% | 338 |
|
2015
Q4 | $15K | Buy |
148
+1
| +0.7% | +$101 | 0.01% | 349 |
|
2015
Q3 | $13K | Sell |
147
-41
| -22% | -$3.63K | 0.01% | 358 |
|
2015
Q2 | $20K | Sell |
188
-124
| -40% | -$13.2K | 0.01% | 314 |
|
2015
Q1 | $36K | Hold |
312
| – | – | 0.02% | 237 |
|
2014
Q4 | $34K | Hold |
312
| – | – | 0.02% | 240 |
|
2014
Q3 | $30K | Buy |
312
+1
| +0.3% | +$96 | 0.02% | 256 |
|
2014
Q2 | $31K | Hold |
311
| – | – | 0.02% | 244 |
|
2014
Q1 | $29K | Hold |
311
| – | – | 0.02% | 230 |
|
2013
Q4 | $28K | Sell |
311
-1
| -0.3% | -$90 | 0.02% | 237 |
|
2013
Q3 | $25K | Buy |
+312
| New | +$25K | 0.02% | 241 |
|