Independent Advisor Alliance’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
$2.01M Buy
22,002
+1,380
+7% +$126K 0.06% 277
2025
Q1
$2.33M Buy
20,622
+1,435
+7% +$162K 0.08% 227
2024
Q4
$2.03M Buy
+19,187
New +$2.03M 0.03% 512
2024
Q3
Sell
-1,983
Closed -$215K 766
2024
Q2
$215K Sell
1,983
-105
-5% -$11.4K 0.01% 657
2024
Q1
$276K Sell
2,088
-78
-4% -$10.3K 0.01% 589
2023
Q4
$264K Sell
2,166
-357
-14% -$43.4K 0.01% 580
2023
Q3
$283K Sell
2,523
-456
-15% -$51.2K 0.01% 528
2023
Q2
$434K Sell
2,979
-371
-11% -$54K 0.02% 455
2023
Q1
$433K Buy
+3,350
New +$433K 0.02% 450
2022
Q4
Sell
-2,818
Closed -$295K 640
2022
Q3
$295K Sell
2,818
-200
-7% -$20.9K 0.02% 483
2022
Q2
$317K Hold
3,018
0.02% 474
2022
Q1
$386K Buy
3,018
+527
+21% +$67.4K 0.02% 460
2021
Q4
$307K Sell
2,491
-1,012
-29% -$125K 0.02% 517
2021
Q3
$498K Sell
3,503
-14
-0.4% -$1.99K 0.03% 384
2021
Q2
$549K Buy
3,517
+180
+5% +$28.1K 0.03% 370
2021
Q1
$519K Buy
3,337
+31
+0.9% +$4.82K 0.03% 366
2020
Q4
$495K Buy
3,306
+450
+16% +$67.4K 0.03% 346
2020
Q3
$378K Buy
2,856
+638
+29% +$84.4K 0.03% 346
2020
Q2
$257K Sell
2,218
-72
-3% -$8.34K 0.03% 387
2020
Q1
$225K Buy
2,290
+573
+33% +$56.3K 0.03% 338
2019
Q4
$249K Sell
1,717
-60
-3% -$8.7K 0.01% 744
2019
Q3
$237K Sell
1,777
-2
-0.1% -$267 0.03% 386
2019
Q2
$203K Buy
1,779
+115
+7% +$13.1K 0.03% 378
2019
Q1
$206K Buy
+1,664
New +$206K 0.03% 399