Rothschild Investment LLC’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 | $478K | Sell |
5,239
-294
| -5% | -$26.8K | 0.03% | 353 |
|
|
2025
Q1 | $626K | Sell |
5,533
-243
| -4% | -$27.5K | 0.04% | 292 |
|
|
2024
Q4 | $610K | Sell |
5,776
-364
| -6% | -$38.5K | 0.04% | 308 |
|
|
2024
Q3 | $663K | Sell |
6,140
-1,064
| -15% | -$115K | 0.04% | 302 |
|
|
2024
Q2 | $782K | Sell |
7,204
-318
| -4% | -$34.5K | 0.05% | 266 |
|
|
2024
Q1 | $993K | Sell |
7,522
-122
| -2% | -$16.1K | 0.07% | 228 |
|
|
2023
Q4 | $930K | Sell |
7,644
-2,497
| -25% | -$304K | 0.08% | 201 |
|
|
2023
Q3 | $1.14M | Buy |
10,141
+300
| +3% | +$33.7K | 0.1% | 191 |
|
|
2023
Q2 | $1.43M | Buy |
9,841
+144
| +1% | +$21K | 0.12% | 167 |
|
|
2023
Q1 | $1.25M | Sell |
9,697
-108
| -1% | -$14K | 0.11% | 185 |
|
|
2022
Q4 | $1.25M | Buy |
9,805
+53
| +0.5% | +$6.76K | 0.11% | 179 |
|
|
2022
Q3 | $1.02M | Sell |
9,752
-165
| -2% | -$17.3K | 0.1% | 198 |
|
|
2022
Q2 | $1.04M | Buy |
9,917
+2,600
| +36% | +$273K | 0.1% | 205 |
|
|
2022
Q1 | $936K | Buy |
7,317
+4,242
| +138% | +$543K | 0.07% | 239 |
|
|
2021
Q4 | $379K | Buy |
3,075
+273
| +10% | +$33.6K | 0.03% | 367 |
|
|
2021
Q3 | $398K | Sell |
2,802
-61
| -2% | -$8.67K | 0.03% | 350 |
|
|
2021
Q2 | $447K | Buy |
2,863
+105
| +4% | +$16.4K | 0.04% | 337 |
|
|
2021
Q1 | $429K | Buy |
2,758
+185
| +7% | +$28.8K | 0.04% | 341 |
|
|
2020
Q4 | $385K | Hold |
2,573
| – | – | 0.04% | 322 |
|
|
2020
Q3 | $340K | Sell |
2,573
-360
| -12% | -$47.6K | 0.04% | 319 |
|
|
2020
Q2 | $340K | Sell |
2,933
-670
| -19% | -$77.7K | 0.04% | 298 |
|
|
2020
Q1 | $354K | Hold |
3,603
| – | – | 0.05% | 288 |
|
|
2019
Q4 | $524K | Hold |
3,603
| – | – | 0.05% | 289 |
|
|
2019
Q3 | $480K | Sell |
3,603
-84,160
| -96% | -$11.2M | 0.06% | 256 |
|
|
2019
Q2 | $10M | Sell |
87,763
-4,176
| -5% | -$477K | 1.18% | 17 |
|
|
2019
Q1 | $11.4M | Sell |
91,939
-658
| -0.7% | -$81.6K | 1.34% | 16 |
|
|
2018
Q4 | $9.32M | Sell |
92,597
-4,990
| -5% | -$502K | 1.25% | 18 |
|
|
2018
Q3 | $12.5M | Sell |
97,587
-4,419
| -4% | -$564K | 1.47% | 13 |
|
|
2018
Q2 | $11M | Buy |
102,006
+927
| +0.9% | +$100K | 1.39% | 14 |
|
|
2018
Q1 | $10.7M | Buy |
101,079
+1,741
| +2% | +$184K | 1.37% | 14 |
|
|
2017
Q4 | $11.6M | Buy |
99,338
+17,153
| +21% | +$2.01M | 1.26% | 17 |
|
|
2017
Q3 | $9.34M | Buy |
82,185
+10,524
| +15% | +$1.2M | 1.06% | 27 |
|
|
2017
Q2 | $8.93M | Buy |
71,661
+7,302
| +11% | +$910K | 1.01% | 24 |
|
|
2017
Q1 | $7.63M | Buy |
64,359
+721
| +1% | +$85.5K | 0.89% | 29 |
|
|
2016
Q4 | $6.38M | Buy |
63,638
+3,914
| +7% | +$392K | 0.77% | 34 |
|
|
2016
Q3 | $7.54M | Sell |
59,724
-2,997
| -5% | -$378K | 0.92% | 25 |
|
|
2016
Q2 | $7.33M | Sell |
62,721
-206
| -0.3% | -$24.1K | 0.94% | 24 |
|
|
2016
Q1 | $6.51M | Sell |
62,927
-412
| -0.7% | -$42.6K | 0.84% | 28 |
|
|
2015
Q4 | $6.31M | Buy |
63,339
+12,671
| +25% | +$1.26M | 0.8% | 32 |
|
|
2015
Q3 | $4.62M | Buy |
50,668
+47,174
| +1,350% | +$4.3M | 0.61% | 46 |
|
|
2015
Q2 | $371K | Hold |
3,494
| – | – | 0.04% | 349 |
|
|
2015
Q1 | $399K | Hold |
3,494
| – | – | 0.05% | 332 |
|
|
2014
Q4 | $385K | Sell |
3,494
-6,206
| -64% | -$684K | 0.05% | 330 |
|
|
2014
Q3 | $947K | Sell |
9,700
-103
| -1% | -$10.1K | 0.12% | 195 |
|
|
2014
Q2 | $988K | Sell |
9,803
-1,030
| -10% | -$104K | 0.13% | 164 |
|
|
2014
Q1 | $995K | Sell |
10,833
-344
| -3% | -$31.6K | 0.13% | 158 |
|
|
2013
Q4 | $1.01M | Sell |
11,177
-69,652
| -86% | -$6.3M | 0.14% | 152 |
|
|
2013
Q3 | $6.45M | Sell |
80,829
-3,914
| -5% | -$312K | 0.95% | 25 |
|
|
2013
Q2 | $6.17M | Buy |
+84,743
| New | +$6.17M | 1% | 25 |
|