Hall Private Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,233
Closed -$676K 52
2023
Q1
$676K Sell
5,233
-592
-10% -$76.5K 0.35% 38
2022
Q4
$743K Sell
5,825
-2,431
-29% -$310K 0.42% 32
2022
Q3
$863K Sell
8,256
-2,553
-24% -$267K 0.5% 28
2022
Q2
$1.14M Sell
10,809
-9,405
-47% -$988K 0.64% 28
2022
Q1
$2.59M Buy
20,214
+1,306
+7% +$167K 1.38% 19
2021
Q4
$2.33M Buy
18,908
+1,906
+11% +$235K 1.45% 18
2021
Q3
$2.42M Buy
+17,002
New +$2.42M 1.54% 21