Mascoma Wealth Management’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 | $9.12K | Sell |
100
-20
| -17% | -$1.82K | ﹤0.01% | 333 |
|
2025
Q1 | $13.6K | Hold |
120
| – | – | ﹤0.01% | 298 |
|
2024
Q4 | $12.7K | Buy |
120
+20
| +20% | +$2.11K | ﹤0.01% | 323 |
|
2024
Q3 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 319 |
|
2024
Q2 | $10.9K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
2024
Q1 | $13.2K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
2023
Q4 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
2023
Q3 | $11.2K | Hold |
100
| – | – | ﹤0.01% | 316 |
|
2023
Q2 | $12.5K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
2023
Q1 | $13.8K | Hold |
100
| – | – | ﹤0.01% | 372 |
|
2022
Q4 | $12.8K | Hold |
100
| – | – | ﹤0.01% | 378 |
|
2022
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
2022
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
2022
Q1 | $13K | Sell |
100
-3
| -3% | -$390 | ﹤0.01% | 411 |
|
2021
Q4 | $13K | Sell |
103
-5
| -5% | -$631 | ﹤0.01% | 378 |
|
2021
Q3 | $15K | Buy |
+108
| New | +$15K | 0.01% | 317 |
|
2021
Q2 | – | Sell |
-108
| Closed | -$17K | – | 442 |
|
2021
Q1 | $17K | Buy |
+108
| New | +$17K | 0.01% | 315 |
|
2019
Q3 | – | Sell |
-103
| Closed | -$12K | – | 356 |
|
2019
Q2 | $12K | Hold |
103
| – | – | 0.01% | 257 |
|
2019
Q1 | $13K | Hold |
103
| – | – | 0.01% | 251 |
|
2018
Q4 | $10K | Hold |
103
| – | – | 0.01% | 263 |
|
2018
Q3 | $13K | Hold |
103
| – | – | 0.01% | 272 |
|
2018
Q2 | $11K | Sell |
103
-4,635
| -98% | -$495K | 0.01% | 270 |
|
2018
Q1 | $502K | Buy |
4,738
+82
| +2% | +$8.69K | 0.33% | 37 |
|
2017
Q4 | $569K | Buy |
4,656
+4,450
| +2,160% | +$544K | 0.35% | 33 |
|
2017
Q3 | $23K | Hold |
206
| – | – | 0.02% | 220 |
|
2017
Q2 | $26K | Hold |
206
| – | – | 0.02% | 211 |
|
2017
Q1 | $24K | Hold |
206
| – | – | 0.02% | 200 |
|
2016
Q4 | $21K | Buy |
+206
| New | +$21K | 0.02% | 208 |
|