Steward Partners Investment Advisory’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
$506K Sell
5,546
-2,496
-31% -$228K ﹤0.01% 1295
2025
Q1
$910K Sell
8,042
-300
-4% -$34K 0.01% 956
2024
Q4
$881K Sell
8,342
-10,457
-56% -$1.1M 0.01% 922
2024
Q3
$2.03M Buy
18,799
+1,192
+7% +$129K 0.02% 624
2024
Q2
$1.91M Sell
17,607
-24
-0.1% -$2.61K 0.02% 598
2024
Q1
$2.33M Buy
17,631
+929
+6% +$123K 0.03% 533
2023
Q4
$2.03M Buy
16,702
+121
+0.7% +$14.7K 0.03% 502
2023
Q3
$1.86M Buy
16,581
+1,019
+7% +$114K 0.03% 491
2023
Q2
$2.27M Buy
15,562
+1,322
+9% +$192K 0.03% 443
2023
Q1
$1.84M Sell
14,240
-81
-0.6% -$10.5K 0.03% 482
2022
Q4
$1.83M Buy
14,321
+1
+0% +$127 0.03% 479
2022
Q3
$1.5M Buy
14,320
+244
+2% +$25.5K 0.03% 513
2022
Q2
$1.48M Sell
14,076
-89
-0.6% -$9.35K 0.03% 523
2022
Q1
$1.81M Buy
14,165
+454
+3% +$58.1K 0.03% 508
2021
Q4
$1.69M Buy
13,711
+171
+1% +$21.1K 0.03% 538
2021
Q3
$1.92M Buy
13,540
+810
+6% +$115K 0.03% 467
2021
Q2
$1.99M Sell
12,730
-1,044
-8% -$163K 0.03% 445
2021
Q1
$2.14M Buy
13,774
+1,277
+10% +$198K 0.04% 416
2020
Q4
$1.87M Sell
12,497
-795
-6% -$119K 0.04% 379
2020
Q3
$1.76M Buy
13,292
+156
+1% +$20.6K 0.04% 348
2020
Q2
$1.52M Buy
13,136
+790
+6% +$91.5K 0.04% 357
2020
Q1
$1.21M Buy
12,346
+9,571
+345% +$939K 0.04% 343
2019
Q4
$403K Buy
2,775
+634
+30% +$92.1K 0.01% 681
2019
Q3
$285K Sell
2,141
-58
-3% -$7.72K 0.01% 738
2019
Q2
$251K Buy
2,199
+238
+12% +$27.2K 0.01% 747
2019
Q1
$243K Sell
1,961
-400
-17% -$49.6K 0.01% 691
2018
Q4
$237K Sell
2,361
-151
-6% -$15.2K 0.01% 658
2018
Q3
$321K Buy
2,512
+1,104
+78% +$141K 0.02% 606
2018
Q2
$152K Buy
1,408
+335
+31% +$36.2K 0.01% 731
2018
Q1
$113K Buy
1,073
+10
+0.9% +$1.05K 0.01% 744
2017
Q4
$124K Sell
1,063
-171
-14% -$19.9K 0.01% 609
2017
Q3
$140K Buy
1,234
+368
+42% +$41.8K 0.01% 491
2017
Q2
$107K Sell
866
-2,336
-73% -$289K 0.01% 488
2017
Q1
$379K Buy
3,202
+924
+41% +$109K 0.06% 232
2016
Q4
$228K Buy
+2,278
New +$228K 0.1% 165