Lee, Danner & Bass’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 | $224K | Sell |
2,461
-170
| -6% | -$15.5K | 0.02% | 213 |
|
|
2025
Q1 | $298K | Hold |
2,631
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $278K | Hold |
2,631
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $284K | Hold |
2,631
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $286K | Buy |
+2,631
| New | +$286K | 0.02% | 192 |
|
|
2023
Q4 | $320K | Sell |
2,631
-120
| -4% | -$14.6K | 0.03% | 182 |
|
|
2023
Q3 | $309K | Hold |
2,751
| – | – | 0.03% | 180 |
|
|
2023
Q2 | $401K | Sell |
2,751
-1,030
| -27% | -$150K | 0.03% | 167 |
|
|
2023
Q1 | $489K | Hold |
3,781
| – | – | 0.05% | 155 |
|
|
2022
Q4 | $482K | Hold |
3,781
| – | – | 0.05% | 155 |
|
|
2022
Q3 | $395K | Hold |
3,781
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $397K | Sell |
3,781
-405
| -10% | -$42.5K | 0.04% | 158 |
|
|
2022
Q1 | $535K | Sell |
4,186
-167
| -4% | -$21.3K | 0.05% | 150 |
|
|
2021
Q4 | $537K | Hold |
4,353
| – | – | 0.05% | 149 |
|
|
2021
Q3 | $619K | Hold |
4,353
| – | – | 0.06% | 144 |
|
|
2021
Q2 | $680K | Hold |
4,353
| – | – | 0.06% | 140 |
|
|
2021
Q1 | $676K | Hold |
4,353
| – | – | 0.07% | 135 |
|
|
2020
Q4 | $651K | Sell |
4,353
-324
| -7% | -$48.5K | 0.07% | 130 |
|
|
2020
Q3 | $618K | Sell |
4,677
-83
| -2% | -$11K | 0.07% | 127 |
|
|
2020
Q2 | $552K | Sell |
4,760
-56
| -1% | -$6.49K | 0.07% | 130 |
|
|
2020
Q1 | $473K | Sell |
4,816
-21
| -0.4% | -$2.06K | 0.07% | 131 |
|
|
2019
Q4 | $703K | Hold |
4,837
| – | – | 0.07% | 130 |
|
|
2019
Q3 | $645K | Hold |
4,837
| – | – | 0.07% | 134 |
|
|
2019
Q2 | $553K | Sell |
4,837
-360
| -7% | -$41.2K | 0.06% | 141 |
|
|
2019
Q1 | $644K | Sell |
5,197
-14,505
| -74% | -$1.8M | 0.07% | 133 |
|
|
2018
Q4 | $1.98M | Buy |
19,702
+883
| +5% | +$88.9K | 0.23% | 84 |
|
|
2018
Q3 | $2.4M | Sell |
18,819
-464
| -2% | -$59.2K | 0.24% | 81 |
|
|
2018
Q2 | $2.09M | Buy |
19,283
+5,583
| +41% | +$604K | 0.22% | 85 |
|
|
2018
Q1 | $1.45M | Buy |
13,700
+211
| +2% | +$22.3K | 0.15% | 100 |
|
|
2017
Q4 | $1.58M | Buy |
13,489
+307
| +2% | +$36K | 0.16% | 99 |
|
|
2017
Q3 | $1.5M | Buy |
13,182
+1,854
| +16% | +$211K | 0.16% | 98 |
|
|
2017
Q2 | $1.41M | Buy |
11,328
+172
| +2% | +$21.4K | 0.16% | 98 |
|
|
2017
Q1 | $1.32M | Sell |
11,156
-77
| -0.7% | -$9.13K | 0.15% | 99 |
|
|
2016
Q4 | $1.13M | Buy |
11,233
+4,789
| +74% | +$480K | 0.13% | 102 |
|
|
2016
Q3 | $813K | Hold |
6,444
| – | – | 0.1% | 109 |
|
|
2016
Q2 | $753K | Buy |
6,444
+250
| +4% | +$29.2K | 0.09% | 113 |
|
|
2016
Q1 | $693K | Sell |
6,194
-167
| -3% | -$18.7K | 0.09% | 112 |
|
|
2015
Q4 | $634K | Hold |
6,361
| – | – | 0.08% | 113 |
|
|
2015
Q3 | $580K | Buy |
6,361
+669
| +12% | +$61K | 0.08% | 118 |
|
|
2015
Q2 | $604K | Hold |
5,692
| – | – | 0.07% | 118 |
|
|
2015
Q1 | $649K | Sell |
5,692
-103
| -2% | -$11.7K | 0.08% | 112 |
|
|
2014
Q4 | $638K | Buy |
5,795
+52
| +0.9% | +$5.73K | 0.08% | 110 |
|
|
2014
Q3 | $561K | Buy |
5,743
+1,865
| +48% | +$182K | 0.07% | 114 |
|
|
2014
Q2 | $391K | Buy |
+3,878
| New | +$391K | 0.05% | 126 |
|