HCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-21,518
| Closed | -$2.65M | – | 210 |
|
|
2021
Q4 | $2.65M | Buy |
21,518
+1,227
| +6% | +$151K | 0.41% | 56 |
|
|
2021
Q3 | $2.88M | Buy |
20,291
+2,243
| +12% | +$319K | 0.48% | 50 |
|
|
2021
Q2 | $2.82M | Buy |
18,048
+843
| +5% | +$132K | 0.49% | 43 |
|
|
2021
Q1 | $2.67M | Buy |
17,205
+12,740
| +285% | +$1.98M | 0.53% | 40 |
|
|
2020
Q4 | $668K | Buy |
+4,465
| New | +$668K | 0.14% | 103 |
|