Kestra Private Wealth Services’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 | – | Sell |
-3,539
| Closed | -$401K | – | 1686 |
|
|
2025
Q1 | $401K | Buy |
3,539
+1,614
| +84% | +$183K | 0.01% | 1066 |
|
|
2024
Q4 | $203K | Sell |
1,925
-234
| -11% | -$24.7K | ﹤0.01% | 1305 |
|
|
2024
Q3 | $233K | Buy |
+2,159
| New | +$233K | ﹤0.01% | 1200 |
|
|
2024
Q2 | – | Sell |
-1,732
| Closed | -$229K | – | 1414 |
|
|
2024
Q1 | $229K | Sell |
1,732
-2,188
| -56% | -$289K | 0.01% | 1121 |
|
|
2023
Q4 | $477K | Sell |
3,920
-648
| -14% | -$78.9K | 0.01% | 749 |
|
|
2023
Q3 | $513K | Buy |
4,568
+91
| +2% | +$10.2K | 0.02% | 650 |
|
|
2023
Q2 | $652K | Sell |
4,477
-310
| -6% | -$45.1K | 0.02% | 551 |
|
|
2023
Q1 | $618K | Buy |
4,787
+912
| +24% | +$118K | 0.02% | 538 |
|
|
2022
Q4 | $494K | Sell |
3,875
-785
| -17% | -$100K | 0.03% | 527 |
|
|
2022
Q3 | $487K | Sell |
4,660
-224
| -5% | -$23.4K | 0.03% | 499 |
|
|
2022
Q2 | $513K | Sell |
4,884
-128
| -3% | -$13.4K | 0.03% | 498 |
|
|
2022
Q1 | $641K | Sell |
5,012
-343
| -6% | -$43.9K | 0.03% | 495 |
|
|
2021
Q4 | $660K | Buy |
5,355
+311
| +6% | +$38.3K | 0.03% | 502 |
|
|
2021
Q3 | $717K | Buy |
5,044
+210
| +4% | +$29.9K | 0.04% | 449 |
|
|
2021
Q2 | $755K | Buy |
4,834
+674
| +16% | +$105K | 0.05% | 412 |
|
|
2021
Q1 | $647K | Buy |
4,160
+1,448
| +53% | +$225K | 0.05% | 395 |
|
|
2020
Q4 | $401K | Buy |
+2,712
| New | +$401K | 0.03% | 486 |
|