LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5K | Hold |
400
| – | – | ﹤0.01% | 410 |
|
|
2025
Q1 | $39.8K | Hold |
400
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $45K | Hold |
400
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $41.6K | Hold |
400
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $43K | Buy |
+400
| New | +$43K | ﹤0.01% | 405 |
|
|
2023
Q4 | – | Sell |
-310
| Closed | -$34.2K | – | 613 |
|
|
2023
Q3 | $34.2K | Sell |
310
-21
| -6% | -$2.31K | ﹤0.01% | 448 |
|
|
2023
Q2 | $48.2K | Sell |
331
-68
| -17% | -$9.9K | ﹤0.01% | 430 |
|
|
2023
Q1 | $51.6K | Hold |
399
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $50.9K | Hold |
399
| – | – | ﹤0.01% | 401 |
|
|
2022
Q3 | $42K | Hold |
399
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $42K | Hold |
399
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $51K | Sell |
399
-249
| -38% | -$31.8K | ﹤0.01% | 438 |
|
|
2021
Q4 | $82K | Hold |
648
| – | – | ﹤0.01% | 419 |
|
|
2021
Q3 | $95K | Hold |
648
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $104K | Sell |
648
-2,768
| -81% | -$444K | ﹤0.01% | 395 |
|
|
2021
Q1 | $547K | Hold |
3,416
| – | – | 0.01% | 204 |
|
|
2020
Q4 | $526K | Sell |
3,416
-115
| -3% | -$17.7K | 0.01% | 203 |
|
|
2020
Q3 | $481K | Buy |
3,531
+40
| +1% | +$5.45K | 0.01% | 191 |
|
|
2020
Q2 | $417K | Buy |
3,491
+89
| +3% | +$10.6K | 0.01% | 193 |
|
|
2020
Q1 | $344K | Hold |
3,402
| – | – | 0.01% | 197 |
|
|
2019
Q4 | $509K | Sell |
3,402
-8
| -0.2% | -$1.2K | 0.01% | 204 |
|
|
2019
Q3 | $468K | Sell |
3,410
-300
| -8% | -$41.2K | 0.01% | 203 |
|
|
2019
Q2 | $437K | Hold |
3,710
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $474K | Hold |
3,710
| – | – | 0.01% | 195 |
|
|
2018
Q4 | $385K | Hold |
3,710
| – | – | 0.01% | 212 |
|
|
2018
Q3 | $488K | Hold |
3,710
| – | – | 0.01% | 206 |
|
|
2018
Q2 | $413K | Sell |
3,710
-1,000
| -21% | -$111K | 0.01% | 217 |
|
|
2018
Q1 | $514K | Hold |
4,710
| – | – | 0.01% | 199 |
|
|
2017
Q4 | $568K | Hold |
4,710
| – | – | 0.01% | 195 |
|
|
2017
Q3 | $551K | Buy |
4,710
+8
| +0.2% | +$936 | 0.01% | 192 |
|
|
2017
Q2 | $570K | Hold |
4,702
| – | – | 0.01% | 187 |
|
|
2017
Q1 | $574K | Sell |
4,702
-175
| -4% | -$21.4K | 0.01% | 186 |
|
|
2016
Q4 | $503K | Hold |
4,877
| – | – | 0.01% | 192 |
|
|
2016
Q3 | $634K | Sell |
4,877
-40
| -0.8% | -$5.2K | 0.01% | 176 |
|
|
2016
Q2 | $592K | Hold |
4,917
| – | – | 0.01% | 175 |
|
|
2016
Q1 | $524K | Hold |
4,917
| – | – | 0.01% | 182 |
|
|
2015
Q4 | $504K | Buy |
4,917
+40
| +0.8% | +$4.1K | 0.01% | 196 |
|
|
2015
Q3 | $533K | Hold |
4,877
| – | – | 0.01% | 196 |
|
|
2015
Q2 | $533K | Sell |
4,877
-375
| -7% | -$41K | 0.01% | 196 |
|
|
2015
Q1 | $617K | Hold |
5,252
| – | – | 0.02% | 190 |
|
|
2014
Q4 | $596K | Hold |
5,252
| – | – | 0.02% | 186 |
|
|
2014
Q3 | $528K | Sell |
5,252
-35
| -0.7% | -$3.52K | 0.01% | 185 |
|
|
2014
Q2 | $549K | Sell |
5,287
-460
| -8% | -$47.8K | 0.01% | 185 |
|
|
2014
Q1 | $544K | Buy |
5,747
+1,000
| +21% | +$94.7K | 0.01% | 183 |
|
|
2013
Q4 | $442K | Sell |
4,747
-783
| -14% | -$72.9K | 0.01% | 195 |
|
|
2013
Q3 | $454K | Sell |
5,530
-100
| -2% | -$8.21K | 0.01% | 189 |
|
|
2013
Q2 | $422K | Buy |
+5,630
| New | +$422K | 0.01% | 203 |
|