KWA
Kingswood Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $221K | Sell |
2,426
-179
| -7% | -$16.3K | 0.02% | 669 |
|
2025
Q1 | $295K | Buy |
2,605
+435
| +20% | +$49.2K | 0.03% | 553 |
|
2024
Q4 | $229K | Buy |
+2,170
| New | +$229K | 0.02% | 699 |
|
2024
Q3 | – | Sell |
-2,372
| Closed | -$257K | – | 770 |
|
2024
Q2 | $257K | Buy |
+2,372
| New | +$257K | 0.02% | 570 |
|