Schechter Investment 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
Q1 | $229K | Sell |
2,021
-159
| -7% | -$18K | 0.02% | 528 |
|
|
2024
Q4 | $230K | Sell |
2,180
-83
| -4% | -$8.77K | 0.02% | 543 |
|
|
2024
Q3 | $244K | Sell |
2,263
-83
| -4% | -$8.96K | 0.02% | 543 |
|
|
2024
Q2 | $255K | Sell |
2,346
-1,403
| -37% | -$152K | 0.02% | 506 |
|
|
2024
Q1 | $495K | Sell |
3,749
-94
| -2% | -$12.4K | 0.04% | 375 |
|
|
2023
Q4 | $468K | Sell |
3,843
-398
| -9% | -$48.4K | 0.04% | 365 |
|
|
2023
Q3 | $476K | Buy |
4,241
+752
| +22% | +$84.4K | 0.05% | 354 |
|
|
2023
Q2 | $508K | Buy |
3,489
+35
| +1% | +$5.1K | 0.05% | 382 |
|
|
2023
Q1 | $446K | Buy |
3,454
+81
| +2% | +$10.5K | 0.04% | 438 |
|
|
2022
Q4 | $430K | Sell |
3,373
-71
| -2% | -$9.05K | 0.04% | 542 |
|
|
2022
Q3 | $360K | Buy |
3,444
+182
| +6% | +$19K | 0.04% | 628 |
|
|
2022
Q2 | $342K | Buy |
3,262
+85
| +3% | +$8.91K | 0.03% | 653 |
|
|
2022
Q1 | $407K | Sell |
3,177
-380
| -11% | -$48.7K | 0.04% | 590 |
|
|
2021
Q4 | $439K | Buy |
+3,557
| New | +$439K | 0.04% | 546 |
|