Montag & Associates’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-80
| Closed | -$8.47K | – | 1038 |
|
|
2024
Q4 | $8.47K | Hold |
80
| – | – | ﹤0.01% | 801 |
|
|
2024
Q3 | $8.66K | Sell |
80
-80
| -50% | -$8.66K | ﹤0.01% | 823 |
|
|
2024
Q2 | $17.4K | Hold |
160
| – | – | ﹤0.01% | 720 |
|
|
2024
Q1 | $21.2K | Hold |
160
| – | – | ﹤0.01% | 688 |
|
|
2023
Q4 | $19.5K | Hold |
160
| – | – | ﹤0.01% | 693 |
|
|
2023
Q3 | $18K | Hold |
160
| – | – | ﹤0.01% | 677 |
|
|
2023
Q2 | $23.3K | Hold |
160
| – | – | ﹤0.01% | 655 |
|
|
2023
Q1 | $20.7K | Hold |
160
| – | – | ﹤0.01% | 656 |
|
|
2022
Q4 | $20.4K | Hold |
160
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $17K | Hold |
160
| – | – | ﹤0.01% | 681 |
|
|
2022
Q2 | $17K | Sell |
160
-100
| -38% | -$10.6K | ﹤0.01% | 657 |
|
|
2022
Q1 | $33K | Sell |
260
-1,161
| -82% | -$147K | ﹤0.01% | 616 |
|
|
2021
Q4 | $175K | Hold |
1,421
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $202K | Hold |
1,421
| – | – | 0.01% | 382 |
|
|
2021
Q2 | $222K | Hold |
1,421
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $221K | Hold |
1,421
| – | – | 0.01% | 375 |
|
|
2020
Q4 | $213K | Buy |
+1,421
| New | +$213K | 0.01% | 353 |
|