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 |
|