Ropes Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Ropes Wealth Advisors’s Portfolio ZBH Stock Details ZBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$347K	Buy	3,091 +6	+0.2%	+$673	0.07%	196
2023 Q2	$449K	Hold	3,085	–	–	0.07%	179
2023 Q1	$399K	Buy	3,085 +205	+7%	+$26.5K	0.07%	190
2022 Q4	$367K	Buy	2,880 +5	+0.2%	+$638	0.07%	197
2022 Q3	$301K	Hold	2,875	–	–	0.06%	193
2022 Q2	$302K	Hold	2,875	–	–	0.06%	213
2022 Q1	$368K	Sell	2,875 -108	-4%	-$13.8K	0.06%	220
2021 Q4	$368K	Sell	2,983 -60	-2%	-$7.4K	0.06%	197
2021 Q3	$432K	Hold	3,043	–	–	0.07%	188
2021 Q2	$475K	Sell	3,043 -166	-5%	-$25.9K	0.08%	178
2021 Q1	$522K	Buy	3,209 +185	+6%	+$30.1K	0.09%	164
2020 Q4	$452K	Sell	3,024 -52	-2%	-$7.77K	0.07%	165
2020 Q3	$407K	Hold	3,076	–	–	0.08%	157
2020 Q2	$356K	Hold	3,076	–	–	0.07%	156
2020 Q1	$302K	Buy	3,076 +22	+0.7%	+$2.16K	0.08%	151
2019 Q4	$444K	Sell	3,054 -51	-2%	-$7.42K	0.1%	152
2019 Q3	$414K	Hold	3,105	–	–	0.09%	150
2019 Q2	$355K	Buy	3,105 +41	+1%	+$4.69K	0.07%	172
2019 Q1	$380K	Sell	3,064 -664	-18%	-$82.4K	0.1%	162
2018 Q4	$375K	Buy	3,728 +148	+4%	+$14.9K	0.11%	156
2018 Q3	$457K	Sell	3,580 -156	-4%	-$19.9K	0.11%	155
2018 Q2	$404K	Hold	3,736	–	–	0.11%	159
2018 Q1	$395K	Buy	3,736 +607	+19%	+$64.2K	0.11%	157
2017 Q4	$367K	Sell	3,129 -198	-6%	-$23.2K	0.1%	167
2017 Q3	$378K	Hold	3,327	–	–	0.1%	161
2017 Q2	$415K	Hold	3,327	–	–	0.12%	148
2017 Q1	$394K	Buy	3,327 +353	+12%	+$41.8K	0.11%	152
2016 Q4	$298K	Buy	2,974 +502	+20%	+$50.3K	0.09%	170
2016 Q3	$312K	Sell	2,472 -1,513	-38%	-$191K	0.11%	161
2016 Q2	$466K	Sell	3,985 -63	-2%	-$7.37K	0.16%	109
2016 Q1	$419K	Hold	4,048	–	–	0.19%	90
2015 Q4	$403K	Buy	4,048 +1,483	+58%	+$148K	0.18%	97
2015 Q3	$234K	Sell	2,565 -77	-3%	-$7.03K	0.12%	121
2015 Q2	$280K	Buy	2,642 +77	+3%	+$8.16K	0.15%	106
2015 Q1	$293K	Buy	+2,565	New	+$293K	0.15%	107