OneDigital Investment 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 | $217K | Sell |
2,378
-1
| -0% | -$91 | ﹤0.01% | 1352 |
|
|
2025
Q1 | $269K | Buy |
+2,379
| New | +$269K | ﹤0.01% | 1171 |
|
|
2024
Q3 | – | Sell |
-2,056
| Closed | -$223K | – | 1470 |
|
|
2024
Q2 | $223K | Buy |
2,056
+59
| +3% | +$6.4K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $264K | Buy |
1,997
+152
| +8% | +$20.1K | ﹤0.01% | 960 |
|
|
2023
Q4 | $225K | Buy |
+1,845
| New | +$225K | ﹤0.01% | 1016 |
|
|
2020
Q1 | – | Sell |
-1,410
| Closed | -$205K | – | 595 |
|
|
2019
Q4 | $205K | Buy |
+1,410
| New | +$205K | 0.02% | 508 |
|
|
2019
Q3 | – | Sell |
-232
| Closed | -$26K | – | 1134 |
|
|
2019
Q2 | $26K | Hold |
232
| – | – | ﹤0.01% | 736 |
|
|
2019
Q1 | $29K | Hold |
232
| – | – | ﹤0.01% | 628 |
|
|
2018
Q4 | $23K | Buy |
+232
| New | +$23K | ﹤0.01% | 662 |
|
|
2018
Q3 | – | Sell |
-273
| Closed | -$29K | – | 1295 |
|
|
2018
Q2 | $29K | Buy |
273
+65
| +31% | +$6.91K | 0.01% | 681 |
|
|
2018
Q1 | $22K | Hold |
208
| – | – | ﹤0.01% | 788 |
|
|
2017
Q4 | $25K | Buy |
208
+41
| +25% | +$4.93K | ﹤0.01% | 732 |
|
|
2017
Q3 | $19K | Sell |
167
-267
| -62% | -$30.4K | 0.01% | 670 |
|
|
2017
Q2 | $26K | Buy |
+434
| New | +$26K | 0.01% | 669 |
|