River Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,135
| Closed | -$210K | – | 217 |
|
|
2025
Q3 | $210K | Sell |
2,135
-191
| -8% | -$18.9K | 0.02% | 197 |
|
|
2025
Q2 | $212K | Hold |
2,326
| – | – | 0.03% | 198 |
|
|
2025
Q1 | $263K | Sell |
2,326
-470
| -17% | -$50.3K | 0.04% | 182 |
|
|
2024
Q4 | $295K | Sell |
2,796
-415
| -13% | -$44.5K | 0.04% | 181 |
|
|
2024
Q3 | $347K | Sell |
3,211
-199
| -6% | -$21.7K | 0.05% | 167 |
|
|
2024
Q2 | $370K | Sell |
3,410
-330
| -9% | -$38.9K | 0.05% | 159 |
|
|
2024
Q1 | $494K | Sell |
3,740
-3,866
| -51% | -$483K | 0.07% | 143 |
|
|
2023
Q4 | $926K | Sell |
7,606
-1,931
| -20% | -$215K | 0.15% | 113 |
|
|
2023
Q3 | $1.07M | Sell |
9,537
-2,083
| -18% | -$265K | 0.19% | 110 |
|
|
2023
Q2 | $1.69M | Sell |
11,620
-681
| -6% | -$92.5K | 0.29% | 87 |
|
|
2023
Q1 | $1.59M | Sell |
12,301
-170
| -1% | -$21.3K | 0.29% | 86 |
|
|
2022
Q4 | $1.59M | Sell |
12,471
-1,747
| -12% | -$203K | 0.31% | 85 |
|
|
2022
Q3 | $1.49M | Sell |
14,218
-2,218
| -13% | -$243K | 0.32% | 80 |
|
|
2022
Q2 | $1.73M | Sell |
16,436
-1,913
| -10% | -$227K | 0.32% | 82 |
|
|
2022
Q1 | $2.35M | Sell |
18,349
-1,210
| -6% | -$146K | 0.37% | 74 |
|
|
2021
Q4 | $2.41M | Buy |
19,559
+228
| +1% | +$29.8K | 0.37% | 73 |
|
|
2021
Q3 | $2.75M | Buy |
19,331
+905
| +5% | +$133K | 0.47% | 62 |
|
|
2021
Q2 | $2.88M | Buy |
18,426
+362
| +2% | +$58.6K | 0.5% | 60 |
|
|
2021
Q1 | $2.81M | Buy |
18,064
+1,047
| +6% | +$162K | 0.53% | 60 |
|
|
2020
Q4 | $2.55M | Buy |
17,017
+883
| +5% | +$125K | 0.55% | 57 |
|
|
2020
Q3 | $2.13M | Buy |
16,134
+1,078
| +7% | +$141K | 0.56% | 57 |
|
|
2020
Q2 | $1.75M | Sell |
15,056
-139
| -0.9% | -$16K | 0.53% | 60 |
|
|
2020
Q1 | $1.49M | Sell |
15,195
-123
| -0.8% | -$16.1K | 0.6% | 59 |
|
|
2019
Q4 | $2.23M | Buy |
15,318
+187
| +1% | +$25.8K | 0.75% | 47 |
|
|
2019
Q3 | $2.02M | Sell |
15,131
-3
| -0% | -$388 | 0.76% | 49 |
|
|
2019
Q2 | $1.73M | Buy |
15,134
+39
| +0.3% | +$4.57K | 0.68% | 54 |
|
|
2019
Q1 | $1.87M | Sell |
15,095
-18
| -0.1% | -$2.05K | 0.78% | 49 |
|
|
2018
Q4 | $1.52M | Sell |
15,113
-813
| -5% | -$91.4K | 0.68% | 52 |
|
|
2018
Q3 | $2.03M | Sell |
15,926
-242
| -1% | -$28.8K | 0.75% | 43 |
|
|
2018
Q2 | $1.75M | Sell |
16,168
-122
| -0.7% | -$13.3K | 0.68% | 52 |
|
|
2018
Q1 | $1.73M | Buy |
16,290
+237
| +1% | +$27.5K | 0.73% | 50 |
|
|
2017
Q4 | $1.88M | Buy |
16,053
+475
| +3% | +$53.7K | 0.78% | 45 |
|
|
2017
Q3 | $1.77M | Buy |
15,578
+34
| +0.2% | +$3.92K | 0.8% | 46 |
|
|
2017
Q2 | $1.94M | Buy |
15,544
+223
| +1% | +$26.4K | 0.9% | 39 |
|
|
2017
Q1 | $1.82M | Buy |
15,321
+691
| +5% | +$78.3K | 0.88% | 41 |
|
|
2016
Q4 | $1.47M | Buy |
14,630
+1,958
| +15% | +$210K | 0.74% | 50 |
|
|
2016
Q3 | $1.6M | Buy |
12,672
+1,072
| +9% | +$132K | 0.88% | 40 |
|
|
2016
Q2 | $1.36M | Sell |
11,600
-21
| -0.2% | -$2.38K | 0.78% | 46 |
|
|
2016
Q1 | $1.2M | Sell |
11,621
-292
| -2% | -$28.2K | 0.72% | 50 |
|
|
2015
Q4 | $1.19M | Sell |
11,913
-60
| -0.5% | -$5.87K | 0.75% | 48 |
|
|
2015
Q3 | $1.09M | Buy |
11,973
+54
| +0.5% | +$5.41K | 0.75% | 50 |
|
|
2015
Q2 | $1.26M | Sell |
11,919
-150
| -1% | -$16.6K | 0.8% | 44 |
|
|
2015
Q1 | $1.38M | Buy |
+12,069
| New | +$1.38M | 0.85% | 40 |
|
Other funds holding ZBH
