Integrated Wealth Concepts’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 | $345K | Buy |
+3,785
| New | +$345K | ﹤0.01% | 1481 |
|
2024
Q4 | – | Sell |
-1,929
| Closed | -$208K | – | 1792 |
|
2024
Q3 | $208K | Sell |
1,929
-2,260
| -54% | -$244K | ﹤0.01% | 1543 |
|
2024
Q2 | $455K | Sell |
4,189
-187
| -4% | -$20.3K | 0.01% | 1091 |
|
2024
Q1 | $578K | Sell |
4,376
-54
| -1% | -$7.13K | 0.01% | 987 |
|
2023
Q4 | $539K | Buy |
4,430
+1,960
| +79% | +$239K | 0.01% | 967 |
|
2023
Q3 | $277K | Sell |
2,470
-243
| -9% | -$27.3K | ﹤0.01% | 1263 |
|
2023
Q2 | $395K | Buy |
2,713
+726
| +37% | +$106K | 0.01% | 1100 |
|
2023
Q1 | $257K | Buy |
+1,987
| New | +$257K | 0.01% | 1129 |
|