Jackson Grant Investment Advisers’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 | $6.71K | Hold |
74
| – | – | ﹤0.01% | 289 |
|
|
2025
Q1 | $8.32K | Hold |
74
| – | – | ﹤0.01% | 272 |
|
|
2024
Q4 | $7.77K | Hold |
74
| – | – | ﹤0.01% | 280 |
|
|
2024
Q3 | $7.94K | Sell |
74
-294
| -80% | -$31.5K | ﹤0.01% | 282 |
|
|
2024
Q2 | $39.9K | Hold |
368
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $48.5K | Hold |
368
| – | – | 0.02% | 174 |
|
|
2023
Q4 | $44.7K | Hold |
368
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $41.3K | Hold |
368
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $53.5K | Hold |
368
| – | – | 0.02% | 164 |
|
|
2023
Q1 | $47.5K | Hold |
368
| – | – | 0.02% | 188 |
|
|
2022
Q4 | $46.9K | Hold |
368
| – | – | 0.02% | 183 |
|
|
2022
Q3 | $38K | Hold |
368
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $39K | Sell |
368
-234
| -39% | -$24.8K | 0.02% | 209 |
|
|
2022
Q1 | $77K | Buy |
+602
| New | +$77K | 0.03% | 166 |
|
|
2021
Q4 | – | Sell |
-620
| Closed | -$88K | – | 352 |
|
|
2021
Q3 | $88K | Hold |
620
| – | – | 0.04% | 157 |
|
|
2021
Q2 | $97K | Hold |
620
| – | – | 0.04% | 146 |
|
|
2021
Q1 | $96K | Buy |
620
+242
| +64% | +$37.5K | 0.04% | 144 |
|
|
2020
Q4 | $57K | Hold |
378
| – | – | 0.03% | 172 |
|
|
2020
Q3 | $50K | Hold |
378
| – | – | 0.03% | 146 |
|
|
2020
Q2 | $44K | Hold |
378
| – | – | 0.03% | 151 |
|
|
2020
Q1 | $37K | Buy |
378
+1
| +0.3% | +$98 | 0.03% | 149 |
|
|
2019
Q4 | $55K | Hold |
377
| – | – | 0.03% | 145 |
|
|
2019
Q3 | $50K | Hold |
377
| – | – | 0.03% | 149 |
|
|
2019
Q2 | $43K | Hold |
377
| – | – | 0.03% | 156 |
|
|
2019
Q1 | $47K | Hold |
377
| – | – | 0.03% | 147 |
|
|
2018
Q4 | $38K | Hold |
377
| – | – | 0.03% | 157 |
|
|
2018
Q3 | $48K | Sell |
377
-29
| -7% | -$3.69K | 0.03% | 147 |
|
|
2018
Q2 | $44K | Hold |
406
| – | – | 0.03% | 157 |
|
|
2018
Q1 | $43K | Hold |
406
| – | – | 0.03% | 157 |
|
|
2017
Q4 | $48K | Hold |
406
| – | – | 0.03% | 150 |
|
|
2017
Q3 | $46K | Hold |
406
| – | – | 0.03% | 148 |
|
|
2017
Q2 | $51K | Buy |
406
+103
| +34% | +$12.9K | 0.04% | 130 |
|
|
2017
Q1 | $36K | Hold |
303
| – | – | 0.03% | 136 |
|
|
2016
Q4 | $30K | Hold |
303
| – | – | 0.03% | 144 |
|
|
2016
Q3 | $38K | Hold |
303
| – | – | 0.03% | 126 |
|
|
2016
Q2 | $35K | Hold |
303
| – | – | 0.03% | 128 |
|
|
2016
Q1 | $31K | Hold |
303
| – | – | 0.03% | 122 |
|
|
2015
Q4 | $30K | Buy |
+303
| New | +$30K | 0.03% | 126 |
|