Reilly Financial Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-125
| Closed | -$19K | – | 1077 |
|
|
2021
Q2 | $19K | Hold |
125
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $19K | Hold |
125
| – | – | ﹤0.01% | 553 |
|
|
2020
Q4 | $19K | Hold |
125
| – | – | ﹤0.01% | 508 |
|
|
2020
Q3 | $16K | Hold |
125
| – | – | ﹤0.01% | 486 |
|
|
2020
Q2 | $14K | Hold |
125
| – | – | ﹤0.01% | 518 |
|
|
2020
Q1 | $12K | Hold |
125
| – | – | ﹤0.01% | 530 |
|
|
2019
Q4 | $18K | Sell |
125
-1,236
| -91% | -$178K | ﹤0.01% | 532 |
|
|
2019
Q3 | $181K | Buy |
1,361
+1,236
| +989% | +$164K | 0.02% | 194 |
|
|
2019
Q2 | $14K | Sell |
125
-13
| -9% | -$1.46K | ﹤0.01% | 611 |
|
|
2019
Q1 | $17K | Buy |
138
+13
| +10% | +$1.6K | ﹤0.01% | 572 |
|
|
2018
Q4 | $13K | Hold |
125
| – | – | ﹤0.01% | 600 |
|
|
2018
Q3 | $16K | Hold |
125
| – | – | ﹤0.01% | 610 |
|
|
2018
Q2 | $13K | Hold |
125
| – | – | ﹤0.01% | 612 |
|
|
2018
Q1 | $13K | Sell |
125
-104
| -45% | -$10.8K | ﹤0.01% | 598 |
|
|
2017
Q4 | $27K | Sell |
229
-50
| -18% | -$5.9K | ﹤0.01% | 436 |
|
|
2017
Q3 | $32K | Sell |
279
-53
| -16% | -$6.08K | ﹤0.01% | 386 |
|
|
2017
Q2 | $41K | Hold |
332
| – | – | 0.01% | 343 |
|
|
2017
Q1 | $39K | Buy |
332
+125
| +60% | +$14.7K | 0.01% | 337 |
|
|
2016
Q4 | $21K | Buy |
207
+104
| +101% | +$10.6K | ﹤0.01% | 440 |
|
|
2016
Q3 | $13K | Hold |
103
| – | – | ﹤0.01% | 481 |
|
|
2016
Q2 | $12K | Hold |
103
| – | – | ﹤0.01% | 476 |
|
|
2016
Q1 | $11K | Hold |
103
| – | – | ﹤0.01% | 564 |
|
|
2015
Q4 | $10K | Hold |
103
| – | – | ﹤0.01% | 595 |
|
|
2015
Q3 | $9K | Hold |
103
| – | – | ﹤0.01% | 819 |
|
|
2015
Q2 | $11K | Sell |
103
-8
| -7% | -$854 | ﹤0.01% | 840 |
|
|
2015
Q1 | $13K | Buy |
+111
| New | +$13K | ﹤0.01% | 783 |
|
|
2013
Q3 | – | Sell |
-57
| Closed | -$4K | – | 804 |
|
|
2013
Q2 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 667 |
|