Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65K | Hold |
40
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $4.53K | Hold |
40
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $4.23K | Hold |
40
| – | – | ﹤0.01% | 512 |
|
|
2024
Q3 | $4.32K | Hold |
40
| – | – | ﹤0.01% | 495 |
|
|
2024
Q2 | $4.34K | Hold |
40
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $5.28K | Hold |
40
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $4.87K | Hold |
40
| – | – | ﹤0.01% | 480 |
|
|
2023
Q3 | $4.49K | Hold |
40
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $5.82K | Hold |
40
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $5.17K | Buy |
+40
| New | +$5.17K | ﹤0.01% | 471 |
|
|
2022
Q3 | – | Sell |
-630
| Closed | -$66K | – | 578 |
|
|
2022
Q2 | $66K | Buy |
630
+130
| +26% | +$13.6K | ﹤0.01% | 300 |
|
|
2022
Q1 | $64K | Sell |
500
-47
| -9% | -$6.02K | ﹤0.01% | 288 |
|
|
2021
Q4 | $67K | Hold |
547
| – | – | ﹤0.01% | 301 |
|
|
2021
Q3 | $77.7K | Hold |
547
| – | – | ﹤0.01% | 279 |
|
|
2021
Q2 | $85.4K | Hold |
547
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $85K | Buy |
547
+32
| +6% | +$4.97K | 0.01% | 278 |
|
|
2020
Q4 | $77K | Hold |
515
| – | – | ﹤0.01% | 283 |
|
|
2020
Q3 | $68.1K | Hold |
515
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $59.7K | Hold |
515
| – | – | 0.01% | 246 |
|
|
2020
Q1 | $50.5K | Sell |
515
-33
| -6% | -$3.24K | 0.01% | 250 |
|
|
2019
Q4 | $79.6K | Buy |
548
+33
| +6% | +$4.8K | 0.01% | 259 |
|
|
2019
Q3 | $68K | Sell |
515
-144
| -22% | -$19K | 0.01% | 245 |
|
|
2019
Q2 | $58.9K | Buy |
+659
| New | +$58.9K | 0.01% | 234 |
|