Monarch Capital 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
$3.2M Buy
35,028
+695
+2% +$63.5K 0.86% 37
2025
Q1
$3.89M Sell
34,333
-238
-0.7% -$27K 1.08% 34
2024
Q4
$3.66M Sell
34,571
-100
-0.3% -$10.6K 1% 35
2024
Q3
$3.75M Buy
34,671
+68
+0.2% +$7.36K 1.01% 35
2024
Q2
$3.76M Sell
34,603
-33
-0.1% -$3.59K 1.11% 32
2024
Q1
$4.58M Sell
34,636
-33
-0.1% -$4.36K 1.29% 30
2023
Q4
$4.23M Sell
34,669
-663
-2% -$80.8K 1.28% 29
2023
Q3
$3.97M Sell
35,332
-195
-0.5% -$21.9K 1.28% 29
2023
Q2
$5.18M Sell
35,527
-783
-2% -$114K 1.57% 23
2023
Q1
$4.7M Sell
36,310
-238
-0.7% -$30.8K 1.44% 25
2022
Q4
$4.67M Sell
36,548
-2,117
-5% -$270K 1.43% 28
2022
Q3
$4.05M Sell
38,665
-1,659
-4% -$174K 1.32% 31
2022
Q2
$4.24M Buy
40,324
+475
+1% +$49.9K 1.26% 32
2022
Q1
$5.1M Sell
39,849
-612
-2% -$78.3K 1.35% 31
2021
Q4
$4.99M Buy
40,461
+149
+0.4% +$18.4K 1.28% 31
2021
Q3
$5.73M Buy
40,312
+341
+0.9% +$48.5K 1.59% 25
2021
Q2
$6.24M Hold
39,971
1.78% 21
2021
Q1
$6.21M Sell
39,971
-2,755
-6% -$428K 1.84% 22
2020
Q4
$6.39M Sell
42,726
-1,475
-3% -$221K 2.01% 20
2020
Q3
$5.84M Sell
44,201
-132
-0.3% -$17.4K 2.03% 19
2020
Q2
$5.14M Sell
44,333
-2,538
-5% -$294K 1.88% 23
2020
Q1
$4.6M Buy
46,871
+5,140
+12% +$504K 1.88% 23
2019
Q4
$6.06M Buy
41,731
+122
+0.3% +$17.7K 1.98% 21
2019
Q3
$5.55M Sell
41,609
-41
-0.1% -$5.46K 1.94% 20
2019
Q2
$4.76M Buy
41,650
+665
+2% +$76K 1.7% 24
2019
Q1
$5.08M Buy
40,985
+575
+1% +$71.3K 1.84% 22
2018
Q4
$4.07M Buy
40,410
+1,374
+4% +$138K 1.65% 26
2018
Q3
$4.98M Sell
39,036
-330
-0.8% -$42.1K 1.8% 25
2018
Q2
$4.26M Buy
39,366
+330
+0.8% +$35.7K 1.63% 27
2018
Q1
$4.13M Buy
39,036
+1,038
+3% +$110K 1.59% 27
2017
Q4
$4.45M Sell
37,998
-2,118
-5% -$248K 1.66% 26
2017
Q3
$4.56M Buy
40,116
+654
+2% +$74.3K 1.7% 26
2017
Q2
$4.92M Buy
39,462
+3,048
+8% +$380K 1.86% 23
2017
Q1
$4.32M Buy
36,414
+376
+1% +$44.6K 1.58% 27
2016
Q4
$3.61M Buy
36,038
+5,219
+17% +$523K 1.35% 31
2016
Q3
$3.89M Buy
30,819
+26
+0.1% +$3.28K 1.47% 29
2016
Q2
$3.6M Hold
30,793
1.34% 31
2016
Q1
$3.19M Buy
30,793
+2,209
+8% +$229K 1.15% 35
2015
Q4
$2.85M Sell
28,584
-144
-0.5% -$14.3K 1.09% 34
2015
Q3
$2.62M Buy
28,728
+2,873
+11% +$262K 1.07% 36
2015
Q2
$2.74M Buy
25,855
+464
+2% +$49.2K 1.05% 36
2015
Q1
$2.9M Hold
25,391
1.09% 36
2014
Q4
$2.8M Buy
25,391
+155
+0.6% +$17.1K 1.06% 38
2014
Q3
$2.46M Sell
25,236
-1,957
-7% -$191K 0.98% 41
2014
Q2
$2.74M Sell
27,193
-1,030
-4% -$104K 1.06% 40
2014
Q1
$2.59M Sell
28,223
-1,906
-6% -$175K 1.02% 38
2013
Q4
$2.73M Sell
30,129
-2,549
-8% -$231K 1.07% 37
2013
Q3
$2.61M Sell
32,678
-1,030
-3% -$82.1K 1.09% 38
2013
Q2
$2.45M Buy
+33,708
New +$2.45M 1.06% 38