Geneos 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 | $64.7K | Sell |
709
-1,215
| -63% | -$111K | ﹤0.01% | 1440 |
|
2025
Q1 | $218K | Buy |
1,924
+1,354
| +238% | +$153K | ﹤0.01% | 1194 |
|
2024
Q4 | $60.2K | Sell |
570
-72
| -11% | -$7.61K | ﹤0.01% | 1247 |
|
2024
Q3 | $69.3K | Buy |
642
+115
| +22% | +$12.4K | ﹤0.01% | 1081 |
|
2024
Q2 | $57.2K | Hold |
527
| – | – | ﹤0.01% | 1028 |
|
2024
Q1 | $69.6K | Hold |
527
| – | – | ﹤0.01% | 960 |
|
2023
Q4 | $64.1K | Sell |
527
-10
| -2% | -$1.22K | ﹤0.01% | 985 |
|
2023
Q3 | $60.3K | Buy |
537
+10
| +2% | +$1.12K | ﹤0.01% | 1028 |
|
2023
Q2 | $76.7K | Hold |
527
| – | – | ﹤0.01% | 952 |
|
2023
Q1 | $68.1K | Sell |
527
-40
| -7% | -$5.17K | ﹤0.01% | 972 |
|
2022
Q4 | $72.3K | Hold |
567
| – | – | ﹤0.01% | 920 |
|
2022
Q3 | $59K | Sell |
567
-751
| -57% | -$78.1K | ﹤0.01% | 979 |
|
2022
Q2 | $141K | Sell |
1,318
-21
| -2% | -$2.25K | 0.01% | 886 |
|
2022
Q1 | $171K | Sell |
1,339
-40
| -3% | -$5.11K | 0.01% | 862 |
|
2021
Q4 | $170K | Sell |
1,379
-57
| -4% | -$7.03K | 0.01% | 938 |
|
2021
Q3 | $208K | Sell |
1,436
-10
| -0.7% | -$1.45K | 0.01% | 840 |
|
2021
Q2 | $229K | Sell |
1,446
-34
| -2% | -$5.39K | 0.01% | 791 |
|
2021
Q1 | $254K | Sell |
1,480
-23
| -2% | -$3.95K | 0.01% | 872 |
|
2020
Q4 | $232K | Sell |
1,503
-453
| -23% | -$69.9K | 0.01% | 780 |
|
2020
Q3 | $256K | Hold |
1,956
| – | – | 0.01% | 605 |
|
2020
Q2 | $219K | Sell |
1,956
-169
| -8% | -$18.9K | 0.01% | 642 |
|
2020
Q1 | $195K | Hold |
2,125
| – | – | 0.01% | 620 |
|
2019
Q4 | $309K | Sell |
2,125
-68
| -3% | -$9.89K | 0.02% | 552 |
|
2019
Q3 | $285K | Buy |
2,193
+169
| +8% | +$22K | 0.02% | 545 |
|
2019
Q2 | $231K | Sell |
2,024
-287
| -12% | -$32.8K | 0.01% | 616 |
|
2019
Q1 | $286K | Sell |
2,311
-130
| -5% | -$16.1K | 0.02% | 546 |
|
2018
Q4 | $243K | Buy |
2,441
+141
| +6% | +$14K | 0.02% | 549 |
|
2018
Q3 | $293K | Hold |
2,300
| – | – | 0.02% | 517 |
|
2018
Q2 | $248K | Sell |
2,300
-13
| -0.6% | -$1.4K | 0.02% | 510 |
|
2018
Q1 | $244K | Hold |
2,313
| – | – | 0.02% | 482 |
|
2017
Q4 | $271K | Buy |
2,313
+497
| +27% | +$58.2K | 0.02% | 450 |
|
2017
Q3 | $206K | Sell |
1,816
-69
| -4% | -$7.83K | 0.02% | 502 |
|
2017
Q2 | $234K | Sell |
1,885
-26
| -1% | -$3.23K | 0.02% | 460 |
|
2017
Q1 | $226K | Buy |
1,911
+76
| +4% | +$8.99K | 0.02% | 451 |
|
2016
Q4 | $183K | Sell |
1,835
-130
| -7% | -$13K | 0.02% | 475 |
|
2016
Q3 | $248K | Buy |
1,965
+62
| +3% | +$7.83K | 0.03% | 401 |
|
2016
Q2 | $223K | Hold |
1,903
| – | – | 0.03% | 410 |
|
2016
Q1 | $198K | Buy |
+1,903
| New | +$198K | 0.03% | 433 |
|