Lenox Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $11K | Buy |
86
+45
| +110% | +$5.76K | ﹤0.01% | 475 |
|
|
2021
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 613 |
|
|
2021
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 538 |
|
|
2021
Q2 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 535 |
|
|
2020
Q3 | – | Sell |
-582
| Closed | -$67K | – | 660 |
|
|
2020
Q2 | $67K | Hold |
582
| – | – | 0.01% | 131 |
|
|
2020
Q1 | $57K | Hold |
582
| – | – | 0.01% | 125 |
|
|
2019
Q4 | $85K | Hold |
582
| – | – | 0.01% | 126 |
|
|
2019
Q3 | $78K | Hold |
582
| – | – | 0.01% | 126 |
|
|
2019
Q2 | $67K | Buy |
+582
| New | +$67K | 0.01% | 131 |
|
|
2016
Q4 | – | Sell |
-206
| Closed | -$26K | – | 199 |
|
|
2016
Q3 | $26K | Hold |
206
| – | – | 0.01% | 124 |
|
|
2016
Q2 | $24K | Hold |
206
| – | – | 0.01% | 124 |
|
|
2016
Q1 | $21K | Hold |
206
| – | – | 0.01% | 131 |
|
|
2015
Q4 | $21K | Hold |
206
| – | – | 0.01% | 132 |
|
|
2015
Q3 | $19K | Buy |
+206
| New | +$19K | 0.01% | 140 |
|
|
2015
Q2 | – | Sell |
-206
| Closed | -$24K | – | 334 |
|
|
2015
Q1 | $24K | Hold |
206
| – | – | 0.01% | 114 |
|
|
2014
Q4 | $23K | Hold |
206
| – | – | 0.01% | 124 |
|
|
2014
Q3 | $20K | Hold |
206
| – | – | 0.01% | 127 |
|
|
2014
Q2 | $21K | Hold |
206
| – | – | 0.01% | 103 |
|
|
2014
Q1 | $19K | Sell |
206
-103
| -33% | -$9.5K | 0.01% | 101 |
|
|
2013
Q4 | $28K | Buy |
+309
| New | +$28K | 0.02% | 95 |
|