SVWAG
Sound View Wealth Advisors Group’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Sell |
4,702
-4,489
| -49% | -$409K | 0.03% | 292 |
|
|
2025
Q1 | $1.04M | Buy |
9,191
+500
| +6% | +$56.6K | 0.09% | 169 |
|
|
2024
Q4 | $918K | Sell |
8,691
-61
| -0.7% | -$6.44K | 0.07% | 189 |
|
|
2024
Q3 | $945K | Buy |
8,752
+1,177
| +16% | +$127K | 0.08% | 181 |
|
|
2024
Q2 | $822K | Sell |
7,575
-546
| -7% | -$59.3K | 0.08% | 176 |
|
|
2024
Q1 | $1.07M | Sell |
8,121
-1,125
| -12% | -$148K | 0.11% | 156 |
|
|
2023
Q4 | $1.13M | Buy |
9,246
+966
| +12% | +$118K | 0.12% | 147 |
|
|
2023
Q3 | $929K | Buy |
8,280
+881
| +12% | +$98.9K | 0.12% | 149 |
|
|
2023
Q2 | $1.08M | Sell |
7,399
-113
| -2% | -$16.5K | 0.14% | 137 |
|
|
2023
Q1 | $971K | Sell |
7,512
-1,734
| -19% | -$224K | 0.13% | 149 |
|
|
2022
Q4 | $1.13M | Buy |
9,246
+4,039
| +78% | +$492K | 0.12% | 147 |
|
|
2022
Q3 | $544K | Sell |
5,207
-297
| -5% | -$31K | 0.12% | 151 |
|
|
2022
Q2 | $578K | Sell |
5,504
-102
| -2% | -$10.7K | 0.12% | 152 |
|
|
2022
Q1 | $717K | Buy |
5,606
+119
| +2% | +$15.2K | 0.14% | 144 |
|
|
2021
Q4 | $697K | Buy |
5,487
+710
| +15% | +$90.2K | 0.13% | 145 |
|
|
2021
Q3 | $699K | Buy |
4,777
+65
| +1% | +$9.51K | 0.15% | 141 |
|
|
2021
Q2 | $758K | Buy |
4,712
+25
| +0.5% | +$4.02K | 0.16% | 132 |
|
|
2021
Q1 | $750K | Buy |
4,687
+88
| +2% | +$14.1K | 0.17% | 122 |
|
|
2020
Q4 | $709K | Buy |
4,599
+534
| +13% | +$82.3K | 0.17% | 124 |
|
|
2020
Q3 | $553K | Sell |
4,065
-27
| -0.7% | -$3.67K | 0.15% | 135 |
|
|
2020
Q2 | $488K | Buy |
4,092
+190
| +5% | +$22.7K | 0.14% | 133 |
|
|
2020
Q1 | $394K | Buy |
3,902
+932
| +31% | +$94.1K | 0.14% | 137 |
|
|
2019
Q4 | $445K | Sell |
2,970
-1,103
| -27% | -$165K | 0.13% | 147 |
|
|
2019
Q3 | $559K | Sell |
4,073
-420
| -9% | -$57.6K | 0.17% | 129 |
|
|
2019
Q2 | $529K | Buy |
+4,493
| New | +$529K | 0.16% | 139 |
|