Perigon Wealth 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 | $224K | Buy |
2,452
+568
| +30% | +$51.8K | 0.01% | 958 |
|
|
2025
Q1 | $213K | Sell |
1,884
-214
| -10% | -$24.2K | 0.01% | 942 |
|
|
2024
Q4 | $229K | Sell |
2,098
-28
| -1% | -$3.05K | 0.01% | 914 |
|
|
2024
Q3 | $230K | Buy |
+2,126
| New | +$230K | 0.01% | 882 |
|
|
2023
Q3 | – | Sell |
-1,592
| Closed | -$232K | – | 826 |
|
|
2023
Q2 | $232K | Buy |
+1,592
| New | +$232K | 0.01% | 693 |
|
|
2021
Q1 | – | Sell |
-416
| Closed | -$62K | – | 1050 |
|
|
2020
Q4 | $62K | Buy |
+416
| New | +$62K | 0.01% | 678 |
|
|
2018
Q2 | – | Sell |
-155
| Closed | -$16K | – | 607 |
|
|
2018
Q1 | $16K | Hold |
155
| – | – | 0.01% | 470 |
|
|
2017
Q4 | $18K | Buy |
155
+83
| +115% | +$9.64K | 0.01% | 424 |
|
|
2017
Q3 | $8K | Sell |
72
-103
| -59% | -$11.4K | ﹤0.01% | 532 |
|
|
2017
Q2 | $22K | Hold |
175
| – | – | ﹤0.01% | 444 |
|
|
2017
Q1 | $21K | Hold |
175
| – | – | ﹤0.01% | 464 |
|
|
2016
Q4 | $20K | Hold |
175
| – | – | ﹤0.01% | 473 |
|
|
2016
Q3 | $22K | Buy |
175
+72
| +70% | +$9.05K | 0.01% | 391 |
|
|
2016
Q2 | $12K | Hold |
103
| – | – | ﹤0.01% | 364 |
|
|
2016
Q1 | $11K | Buy |
+103
| New | +$11K | ﹤0.01% | 238 |
|