Sterling Investment Advisors (Pennsylvania)’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-401
| Closed | -$42K | – | 543 |
|
2022
Q2 | $42K | Hold |
401
| – | – | 0.01% | 240 |
|
2022
Q1 | $51K | Sell |
401
-11
| -3% | -$1.4K | 0.01% | 251 |
|
2021
Q4 | $51K | Hold |
412
| – | – | 0.01% | 251 |
|
2021
Q3 | $59K | Sell |
412
-258
| -39% | -$36.9K | 0.02% | 234 |
|
2021
Q2 | $105K | Hold |
670
| – | – | 0.03% | 196 |
|
2021
Q1 | $104K | Hold |
670
| – | – | 0.03% | 187 |
|
2020
Q4 | $100K | Hold |
670
| – | – | 0.03% | 177 |
|
2020
Q3 | $88K | Hold |
670
| – | – | 0.03% | 171 |
|
2020
Q2 | $77K | Hold |
670
| – | – | 0.03% | 180 |
|
2020
Q1 | $65K | Hold |
670
| – | – | 0.03% | 170 |
|
2019
Q4 | $97K | Hold |
670
| – | – | 0.04% | 154 |
|
2019
Q3 | $89K | Hold |
670
| – | – | 0.05% | 158 |
|
2019
Q2 | $77K | Hold |
670
| – | – | 0.04% | 170 |
|
2019
Q1 | $83K | Hold |
670
| – | – | 0.04% | 168 |
|
2018
Q4 | $67K | Hold |
670
| – | – | 0.04% | 171 |
|
2018
Q3 | $85K | Buy |
670
+103
| +18% | +$13.1K | 0.04% | 168 |
|
2018
Q2 | $61K | Hold |
567
| – | – | 0.04% | 189 |
|
2018
Q1 | $60K | Sell |
567
-154
| -21% | -$16.3K | 0.04% | 181 |
|
2017
Q4 | $84K | Hold |
721
| – | – | 0.05% | 153 |
|
2017
Q3 | $82K | Hold |
721
| – | – | 0.05% | 146 |
|
2017
Q2 | $90K | Hold |
721
| – | – | 0.06% | 140 |
|
2017
Q1 | $85K | Hold |
721
| – | – | 0.06% | 141 |
|
2016
Q4 | $72K | Buy |
+721
| New | +$72K | 0.06% | 138 |
|