River Wealth 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
$212K Hold
2,326
0.03% 198
2025
Q1
$263K Sell
2,326
-470
-17% -$53.2K 0.04% 182
2024
Q4
$295K Sell
2,796
-415
-13% -$43.8K 0.04% 181
2024
Q3
$347K Sell
3,211
-199
-6% -$21.5K 0.05% 167
2024
Q2
$370K Sell
3,410
-330
-9% -$35.8K 0.05% 159
2024
Q1
$494K Sell
3,740
-3,866
-51% -$510K 0.07% 143
2023
Q4
$926K Sell
7,606
-1,931
-20% -$235K 0.15% 113
2023
Q3
$1.07M Sell
9,537
-2,083
-18% -$234K 0.19% 110
2023
Q2
$1.69M Sell
11,620
-681
-6% -$99.2K 0.29% 87
2023
Q1
$1.59M Sell
12,301
-170
-1% -$22K 0.29% 86
2022
Q4
$1.59M Sell
12,471
-1,747
-12% -$223K 0.31% 85
2022
Q3
$1.49M Sell
14,218
-2,218
-13% -$232K 0.32% 80
2022
Q2
$1.73M Sell
16,436
-1,913
-10% -$201K 0.32% 82
2022
Q1
$2.35M Sell
18,349
-1,210
-6% -$155K 0.37% 74
2021
Q4
$2.41M Buy
19,559
+228
+1% +$28.1K 0.37% 73
2021
Q3
$2.75M Buy
19,331
+905
+5% +$129K 0.47% 62
2021
Q2
$2.88M Buy
18,426
+362
+2% +$56.5K 0.5% 60
2021
Q1
$2.81M Buy
18,064
+1,047
+6% +$163K 0.53% 60
2020
Q4
$2.55M Buy
17,017
+883
+5% +$132K 0.55% 57
2020
Q3
$2.13M Buy
16,134
+1,078
+7% +$142K 0.56% 57
2020
Q2
$1.75M Sell
15,056
-139
-0.9% -$16.1K 0.53% 60
2020
Q1
$1.49M Sell
15,195
-123
-0.8% -$12.1K 0.6% 59
2019
Q4
$2.23M Buy
15,318
+187
+1% +$27.2K 0.75% 47
2019
Q3
$2.02M Sell
15,131
-3
-0% -$400 0.76% 49
2019
Q2
$1.73M Buy
15,134
+39
+0.3% +$4.46K 0.68% 54
2019
Q1
$1.87M Sell
15,095
-18
-0.1% -$2.23K 0.78% 49
2018
Q4
$1.52M Sell
15,113
-813
-5% -$81.9K 0.68% 52
2018
Q3
$2.03M Sell
15,926
-242
-1% -$30.9K 0.75% 43
2018
Q2
$1.75M Sell
16,168
-122
-0.7% -$13.2K 0.68% 52
2018
Q1
$1.73M Buy
16,290
+237
+1% +$25.1K 0.73% 50
2017
Q4
$1.88M Buy
16,053
+475
+3% +$55.7K 0.78% 45
2017
Q3
$1.77M Buy
15,578
+34
+0.2% +$3.87K 0.8% 46
2017
Q2
$1.94M Buy
15,544
+223
+1% +$27.8K 0.9% 39
2017
Q1
$1.82M Buy
15,321
+691
+5% +$81.9K 0.88% 41
2016
Q4
$1.47M Buy
14,630
+1,958
+15% +$196K 0.74% 50
2016
Q3
$1.6M Buy
12,672
+1,072
+9% +$135K 0.88% 40
2016
Q2
$1.36M Sell
11,600
-21
-0.2% -$2.46K 0.78% 46
2016
Q1
$1.2M Sell
11,621
-292
-2% -$30.2K 0.72% 50
2015
Q4
$1.19M Sell
11,913
-60
-0.5% -$5.98K 0.75% 48
2015
Q3
$1.09M Buy
11,973
+54
+0.5% +$4.93K 0.75% 50
2015
Q2
$1.26M Sell
11,919
-150
-1% -$15.9K 0.8% 44
2015
Q1
$1.38M Buy
+12,069
New +$1.38M 0.85% 40