Private Wealth Advisors (Pennsylvania)’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $1.03M | Sell |
6,852
-257
| -4% | -$38.4K | 0.58% | 39 |
|
2020
Q3 | $940K | Hold |
7,109
| – | – | 0.6% | 37 |
|
2020
Q2 | $824K | Hold |
7,109
| – | – | 0.56% | 41 |
|
2020
Q1 | $802K | Buy |
7,109
+51
| +0.7% | +$5.75K | 0.61% | 40 |
|
2019
Q4 | $1.02M | Buy |
7,058
+857
| +14% | +$124K | 0.54% | 51 |
|
2019
Q3 | $826K | Sell |
6,201
-1,272
| -17% | -$169K | 0.42% | 65 |
|
2019
Q2 | $854K | Hold |
7,473
| – | – | 0.3% | 79 |
|
2019
Q1 | $926K | Hold |
7,473
| – | – | 0.35% | 73 |
|
2018
Q4 | $752K | Sell |
7,473
-51
| -0.7% | -$5.13K | 0.33% | 73 |
|
2018
Q3 | $960K | Hold |
7,524
| – | – | 0.35% | 72 |
|
2018
Q2 | $814K | Buy |
7,524
+103
| +1% | +$11.1K | 0.32% | 78 |
|
2018
Q1 | $786K | Hold |
7,421
| – | – | 0.31% | 79 |
|
2017
Q4 | $869K | Buy |
7,421
+180
| +2% | +$21.1K | 0.34% | 76 |
|
2017
Q3 | $823K | Hold |
7,241
| – | – | 0.34% | 77 |
|
2017
Q2 | $903K | Buy |
7,241
+628
| +9% | +$78.3K | 0.39% | 68 |
|
2017
Q1 | $784K | Buy |
6,613
+969
| +17% | +$115K | 0.35% | 75 |
|
2016
Q4 | $566K | Hold |
5,644
| – | – | 0.26% | 84 |
|
2016
Q3 | $713K | Sell |
5,644
-361
| -6% | -$45.6K | 0.34% | 77 |
|
2016
Q2 | $702K | Hold |
6,005
| – | – | 0.34% | 75 |
|
2016
Q1 | $622K | Hold |
6,005
| – | – | 0.33% | 76 |
|
2015
Q4 | $598K | Buy |
6,005
+99
| +2% | +$9.86K | 0.34% | 75 |
|
2015
Q3 | $539K | Hold |
5,906
| – | – | 0.27% | 91 |
|
2015
Q2 | $626K | Sell |
5,906
-6
| -0.1% | -$636 | 0.28% | 90 |
|
2015
Q1 | $675K | Hold |
5,912
| – | – | 0.32% | 77 |
|
2014
Q4 | $651K | Hold |
5,912
| – | – | 0.31% | 77 |
|
2014
Q3 | $577K | Buy |
5,912
+206
| +4% | +$20.1K | 0.3% | 78 |
|
2014
Q2 | $575K | Hold |
5,706
| – | – | 0.3% | 80 |
|
2014
Q1 | $524K | Sell |
5,706
-34
| -0.6% | -$3.12K | 0.29% | 79 |
|
2013
Q4 | $519K | Sell |
5,740
-1,180
| -17% | -$107K | 0.28% | 78 |
|
2013
Q3 | $552K | Sell |
6,920
-55
| -0.8% | -$4.39K | 0.33% | 76 |
|
2013
Q2 | $507K | Buy |
+6,975
| New | +$507K | 0.32% | 76 |
|