Morningstar Investment Services’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 |
-2,735
| Closed | -$289K | – | 150 |
|
|
2024
Q4 | $289K | Sell |
2,735
-22,038
| -89% | -$2.33M | 0.03% | 135 |
|
|
2024
Q3 | $2.68M | Buy |
24,773
+5
| +0% | +$541 | 0.03% | 162 |
|
|
2024
Q2 | $2.68M | Sell |
24,768
-348
| -1% | -$37.7K | 0.03% | 155 |
|
|
2024
Q1 | $3.33M | Sell |
25,116
-80,716
| -76% | -$10.7M | 0.04% | 142 |
|
|
2023
Q4 | $12.9M | Buy |
105,832
+54,546
| +106% | +$6.63M | 0.07% | 134 |
|
|
2023
Q3 | $5.77M | Buy |
51,286
+34,450
| +205% | +$3.87M | 0.07% | 133 |
|
|
2023
Q2 | $2.44M | Buy |
16,836
+1,158
| +7% | +$168K | 0.03% | 146 |
|
|
2023
Q1 | $1.99M | Buy |
15,678
+2,051
| +15% | +$260K | 0.03% | 149 |
|
|
2022
Q4 | $1.74M | Buy |
13,627
+318
| +2% | +$40.7K | 0.02% | 147 |
|
|
2022
Q3 | $1.49M | Sell |
13,309
-23,212
| -64% | -$2.59M | 0.02% | 148 |
|
|
2022
Q2 | $3.89M | Sell |
36,521
-793
| -2% | -$84.5K | 0.05% | 126 |
|
|
2022
Q1 | $4.81M | Buy |
37,314
+8,604
| +30% | +$1.11M | 0.05% | 137 |
|
|
2021
Q4 | $4.16M | Hold |
28,710
| – | – | 0.05% | 140 |
|
|
2021
Q3 | $4.16M | Buy |
28,710
+4,082
| +17% | +$592K | 0.05% | 135 |
|
|
2021
Q2 | $3.85M | Buy |
+24,628
| New | +$3.85M | 0.05% | 135 |
|
|
2020
Q3 | – | Sell |
-57,838
| Closed | -$6.56M | – | 213 |
|
|
2020
Q2 | $6.56M | Buy |
57,838
+171
| +0.3% | +$19.4K | 0.11% | 127 |
|
|
2020
Q1 | $5.5M | Buy |
+57,667
| New | +$5.5M | 0.1% | 129 |
|