Oak Family Advisors’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
$9.15M Buy
100,358
+19,714
+24% +$1.8M 2.89% 7
2025
Q1
$9.13M Buy
80,644
+14,209
+21% +$1.61M 3.07% 5
2024
Q4
$7.02M Buy
66,435
+1,357
+2% +$143K 2.54% 11
2024
Q3
$7.03M Sell
65,078
-1,218
-2% -$131K 2.16% 9
2024
Q2
$7.2M Buy
66,296
+1,821
+3% +$198K 2.47% 10
2024
Q1
$8.51M Sell
64,475
-156
-0.2% -$20.6K 3.27% 5
2023
Q4
$7.87M Buy
+64,631
New +$7.87M 3.31% 4