HBK Sorce Advisory’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,617
| Closed | -$213K | – | 622 |
|
|
2024
Q1 | $213K | Sell |
1,617
-80
| -5% | -$10.6K | 0.01% | 538 |
|
|
2023
Q4 | $207K | Sell |
1,697
-113
| -6% | -$13.8K | 0.01% | 517 |
|
|
2023
Q3 | $203K | Sell |
1,810
-21
| -1% | -$2.36K | 0.01% | 508 |
|
|
2023
Q2 | $267K | Buy |
1,831
+82
| +5% | +$11.9K | 0.01% | 468 |
|
|
2023
Q1 | $226K | Sell |
1,749
-1,985
| -53% | -$257K | 0.01% | 501 |
|
|
2022
Q4 | $476K | Buy |
3,734
+1,760
| +89% | +$224K | 0.01% | 423 |
|
|
2022
Q3 | $206K | Buy |
+1,974
| New | +$206K | 0.01% | 450 |
|
|
2022
Q2 | – | Sell |
-2,215
| Closed | -$283K | – | 570 |
|
|
2022
Q1 | $283K | Sell |
2,215
-6
| -0.3% | -$767 | 0.02% | 411 |
|
|
2021
Q4 | $274K | Buy |
2,221
+734
| +49% | +$90.6K | 0.01% | 471 |
|
|
2021
Q3 | $211K | Sell |
1,487
-87
| -6% | -$12.3K | 0.01% | 544 |
|
|
2021
Q2 | $246K | Sell |
1,574
-170
| -10% | -$26.6K | 0.01% | 494 |
|
|
2021
Q1 | $271K | Buy |
1,744
+193
| +12% | +$30K | 0.02% | 424 |
|
|
2020
Q4 | $232K | Sell |
1,551
-134
| -8% | -$20K | 0.01% | 444 |
|
|
2020
Q3 | $223K | Buy |
+1,685
| New | +$223K | 0.02% | 403 |
|