PWAG
Polaris Wealth Advisory Group’s Zimmer Biomet ZBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-329,178
| Closed | -$42.8M | – | 179 |
|
2022
Q1 | $42.8M | Buy |
+329,178
| New | +$42.8M | 2.86% | 3 |
|
2018
Q4 | – | Sell |
-607
| Closed | -$80K | – | 483 |
|
2018
Q3 | $80K | Buy |
607
+479
| +374% | +$63.1K | 0.01% | 217 |
|
2018
Q2 | $14K | Sell |
128
-479
| -79% | -$52.4K | ﹤0.01% | 189 |
|
2018
Q1 | $66K | Buy |
+607
| New | +$66K | 0.01% | 201 |
|
2016
Q4 | – | Sell |
-4,335
| Closed | -$564K | – | 132 |
|
2016
Q3 | $564K | Sell |
4,335
-214
| -5% | -$27.8K | 0.07% | 79 |
|
2016
Q2 | $548K | Buy |
4,549
+138
| +3% | +$16.6K | 0.09% | 64 |
|
2016
Q1 | $470K | Buy |
+4,411
| New | +$470K | 0.07% | 71 |
|