Rockefeller Financial Services’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.1M | Hold |
9,373
| – | – | 0.02% | 225 |
|
|
2017
Q3 | $1.07M | Buy |
9,373
+4,841
| +107% | +$551K | 0.02% | 204 |
|
|
2017
Q2 | $565K | Hold |
4,532
| – | – | 0.01% | 226 |
|
|
2017
Q1 | $537K | Hold |
4,532
| – | – | 0.01% | 237 |
|
|
2016
Q4 | $454K | Sell |
4,532
-58
| -1% | -$5.81K | 0.01% | 261 |
|
|
2016
Q3 | $579K | Buy |
4,590
+58
| +1% | +$7.32K | 0.01% | 229 |
|
|
2016
Q2 | $530K | Sell |
4,532
-228
| -5% | -$26.7K | 0.01% | 241 |
|
|
2016
Q1 | $493K | Buy |
4,760
+228
| +5% | +$23.6K | 0.01% | 249 |
|
|
2015
Q4 | $451K | Hold |
4,532
| – | – | 0.01% | 264 |
|
|
2015
Q3 | $413K | Sell |
4,532
-4,841
| -52% | -$441K | 0.01% | 266 |
|
|
2015
Q2 | $994K | Hold |
9,373
| – | – | 0.02% | 192 |
|
|
2015
Q1 | $1.07M | Hold |
9,373
| – | – | 0.02% | 196 |
|
|
2014
Q4 | $1.03M | Hold |
9,373
| – | – | 0.02% | 199 |
|
|
2014
Q3 | $915K | Hold |
9,373
| – | – | 0.02% | 215 |
|
|
2014
Q2 | $945K | Hold |
9,373
| – | – | 0.02% | 226 |
|
|
2014
Q1 | $861K | Buy |
+9,373
| New | +$861K | 0.02% | 232 |
|
|
2013
Q3 | – | Sell |
-3,625
| Closed | -$264K | – | 526 |
|
|
2013
Q2 | $264K | Buy |
+3,625
| New | +$264K | 0.01% | 300 |
|