Haverford Financial Services’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 |
-4,444
| Closed | -$548K | – | 72 |
|
|
2021
Q4 | $548K | Sell |
4,444
-3,698
| -45% | -$456K | 0.12% | 60 |
|
|
2021
Q3 | $1.16M | Hold |
8,142
| – | – | 0.28% | 42 |
|
|
2021
Q2 | $1.27M | Hold |
8,142
| – | – | 0.31% | 38 |
|
|
2021
Q1 | $1.27M | Hold |
8,142
| – | – | 0.33% | 40 |
|
|
2020
Q4 | $1.22M | Hold |
8,142
| – | – | 0.33% | 35 |
|
|
2020
Q3 | $1.08M | Hold |
8,142
| – | – | 0.33% | 36 |
|
|
2020
Q2 | $944K | Buy |
+8,142
| New | +$944K | 0.32% | 37 |
|
|
2019
Q1 | – | Sell |
-2,235
| Closed | -$225K | – | 70 |
|
|
2018
Q4 | $225K | Sell |
2,235
-2,730
| -55% | -$275K | 0.09% | 62 |
|
|
2018
Q3 | $634K | Hold |
4,965
| – | – | 0.22% | 45 |
|
|
2018
Q2 | $537K | Hold |
4,965
| – | – | 0.2% | 48 |
|
|
2018
Q1 | $526K | Buy |
+4,965
| New | +$526K | 0.2% | 47 |
|