Stockman Wealth Management’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,885
| Closed | -$244K | – | 210 |
|
|
2023
Q1 | $244K | Sell |
1,885
-200
| -10% | -$25.1K | 0.05% | 180 |
|
|
2022
Q4 | $266K | Hold |
2,085
| – | – | 0.06% | 164 |
|
|
2022
Q3 | $218K | Hold |
2,085
| – | – | 0.06% | 167 |
|
|
2022
Q2 | $219K | Hold |
2,085
| – | – | 0.06% | 173 |
|
|
2022
Q1 | $267K | Sell |
2,085
-63
| -3% | -$7.59K | 0.06% | 165 |
|
|
2021
Q4 | $265K | Hold |
2,148
| – | – | 0.05% | 173 |
|
|
2021
Q3 | $305K | Hold |
2,148
| – | – | 0.07% | 155 |
|
|
2021
Q2 | $335K | Sell |
2,148
-33
| -2% | -$5.34K | 0.08% | 146 |
|
|
2021
Q1 | $339K | Buy |
2,181
+33
| +2% | +$5.11K | 0.09% | 133 |
|
|
2020
Q4 | $321K | Hold |
2,148
| – | – | 0.1% | 128 |
|
|
2020
Q3 | $284K | Hold |
2,148
| – | – | 0.1% | 123 |
|
|
2020
Q2 | $249K | Hold |
2,148
| – | – | 0.09% | 128 |
|
|
2020
Q1 | $211K | Hold |
2,148
| – | – | 0.09% | 132 |
|
|
2019
Q4 | $312K | Hold |
2,148
| – | – | 0.11% | 131 |
|
|
2019
Q3 | $286K | Hold |
2,148
| – | – | 0.11% | 130 |
|
|
2019
Q2 | $245K | Sell |
2,148
-41
| -2% | -$4.8K | 0.1% | 136 |
|
|
2019
Q1 | $271K | Sell |
2,189
-618
| -22% | -$70.2K | 0.12% | 128 |
|
|
2018
Q4 | $283K | Sell |
2,807
-185
| -6% | -$20.8K | 0.14% | 118 |
|
|
2018
Q3 | $382K | Buy |
2,992
+499
| +20% | +$59.3K | 0.16% | 100 |
|
|
2018
Q2 | $270K | Sell |
2,493
-206
| -8% | -$22.4K | 0.12% | 116 |
|
|
2018
Q1 | $286K | Buy |
2,699
+371
| +16% | +$43.1K | 0.13% | 116 |
|
|
2017
Q4 | $273K | Sell |
2,328
-530
| -19% | -$59.9K | 0.12% | 121 |
|
|
2017
Q3 | $325K | Buy |
2,858
+669
| +31% | +$77.2K | 0.16% | 100 |
|
|
2017
Q2 | $273K | Sell |
2,189
-283
| -11% | -$33.6K | 0.27% | 90 |
|
|
2017
Q1 | $293K | Sell |
2,472
-309
| -11% | -$35K | 0.17% | 105 |
|
|
2016
Q4 | $279K | Buy |
2,781
+463
| +20% | +$49.6K | 0.17% | 97 |
|
|
2016
Q3 | $293K | Buy |
2,318
+361
| +18% | +$44.6K | 0.18% | 92 |
|
|
2016
Q2 | $229K | Sell |
1,957
-1,720
| -47% | -$195K | 0.18% | 64 |
|
|
2016
Q1 | $381K | Sell |
3,677
-103
| -3% | -$9.96K | 0.3% | 59 |
|
|
2015
Q4 | $377K | Hold |
3,780
| – | – | 0.31% | 60 |
|
|
2015
Q3 | $345K | Hold |
3,780
| – | – | 0.3% | 63 |
|
|
2015
Q2 | $401K | Hold |
3,780
| – | – | 0.34% | 63 |
|
|
2015
Q1 | $431K | Sell |
3,780
-1,190
| -24% | -$136K | 0.37% | 63 |
|
|
2014
Q4 | $547K | Buy |
+4,970
| New | +$524K | 0.47% | 60 |
|
Other funds holding ZBH
Stockman Wealth Management's ZBH Position: Q2 2023 in Review
Stockman Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2023, closing a stake of 1,885 shares — an estimated $244K sold.
Stockman Wealth Management first reported a position in ZBH in Q4 2014 and held it in 34 quarters. The position peaked at $547K in Q4 2014. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.
- Stockman Wealth Management reported no remaining Zimmer Biomet position as of Q2 2023 after selling out during the quarter.
- Stockman Wealth Management sold 1,885 Zimmer Biomet shares in Q2 2023, an estimated $244K.
- Stockman Wealth Management first reported a position in Zimmer Biomet in Q4 2014 and held it in 34 quarters.
- Stockman Wealth Management's Zimmer Biomet position peaked at $547K in Q4 2014.
- 1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.
Based on Stockman Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.