Laurie J. Hall Trustee’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-224
| Closed | -$24K | – | 247 |
|
|
2024
Q4 | $24K | Hold |
224
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $24K | Hold |
224
| – | – | 0.01% | 223 |
|
|
2024
Q2 | $24K | Hold |
224
| – | – | 0.01% | 212 |
|
|
2024
Q1 | $30K | Hold |
224
| – | – | 0.01% | 209 |
|
|
2023
Q4 | $27K | Hold |
224
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $25K | Hold |
224
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $33K | Hold |
224
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $29K | Hold |
224
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $29K | Hold |
224
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $23K | Hold |
224
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $24K | Hold |
224
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $29K | Sell |
224
-1,526
| -87% | -$198K | 0.01% | 228 |
|
|
2021
Q4 | $216K | Hold |
1,750
| – | – | 0.08% | 114 |
|
|
2021
Q3 | $249K | Hold |
1,750
| – | – | 0.1% | 101 |
|
|
2021
Q2 | $273K | Sell |
1,750
-214
| -11% | -$33.4K | 0.1% | 95 |
|
|
2021
Q1 | $305K | Hold |
1,964
| – | – | 0.12% | 97 |
|
|
2020
Q4 | $294K | Hold |
1,964
| – | – | 0.12% | 94 |
|
|
2020
Q3 | $260K | Buy |
+1,964
| New | +$260K | 0.12% | 94 |
|
|
2019
Q4 | $316K | Hold |
2,178
| – | – | 0.15% | 88 |
|
|
2019
Q3 | $290K | Sell |
2,178
-206
| -9% | -$27.4K | 0.15% | 93 |
|
|
2019
Q2 | $273K | Sell |
2,384
-258
| -10% | -$29.5K | 0.14% | 93 |
|
|
2019
Q1 | $328K | Hold |
2,642
| – | – | 0.17% | 86 |
|
|
2018
Q4 | $318K | Buy |
2,642
+129
| +5% | +$15.5K | 0.18% | 84 |
|
|
2018
Q3 | $321K | Hold |
2,513
| – | – | 0.17% | 83 |
|
|
2018
Q2 | $272K | Buy |
2,513
+103
| +4% | +$11.1K | 0.16% | 83 |
|
|
2018
Q1 | $255K | Hold |
2,410
| – | – | 0.16% | 83 |
|
|
2017
Q4 | $282K | Buy |
2,410
+197
| +9% | +$23.1K | 0.16% | 83 |
|
|
2017
Q3 | $252K | Hold |
2,213
| – | – | 0.16% | 79 |
|
|
2017
Q2 | $276K | Sell |
2,213
-103
| -4% | -$12.8K | 0.18% | 79 |
|
|
2017
Q1 | $270K | Hold |
2,316
| – | – | 0.17% | 83 |
|
|
2016
Q4 | $236K | Buy |
+2,316
| New | +$236K | 0.15% | 85 |
|
|
2016
Q2 | $281K | Hold |
2,316
| – | – | 0.18% | 80 |
|
|
2016
Q1 | $258K | Hold |
2,316
| – | – | 0.16% | 84 |
|
|
2015
Q4 | $211K | Hold |
2,316
| – | – | 0.15% | 88 |
|
|
2015
Q3 | $211K | Hold |
2,316
| – | – | 0.17% | 84 |
|
|
2015
Q2 | $246K | Hold |
2,316
| – | – | 0.18% | 81 |
|
|
2015
Q1 | $264K | Sell |
2,316
-309
| -12% | -$35.2K | 0.19% | 80 |
|
|
2014
Q4 | $289K | Hold |
2,625
| – | – | 0.21% | 79 |
|
|
2014
Q3 | $256K | Hold |
2,625
| – | – | 0.19% | 79 |
|
|
2014
Q2 | $265K | Sell |
2,625
-309
| -11% | -$31.2K | 0.2% | 73 |
|
|
2014
Q1 | $269K | Hold |
2,934
| – | – | 0.21% | 74 |
|
|
2013
Q4 | $265K | Hold |
2,934
| – | – | 0.2% | 76 |
|
|
2013
Q3 | $234K | Hold |
2,934
| – | – | 0.2% | 79 |
|
|
2013
Q2 | $214K | Buy |
+2,934
| New | +$214K | 0.19% | 78 |
|