Stratos Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,026
| Closed | -$247K | – | 739 |
|
|
2023
Q4 | $247K | Buy |
+2,026
| New | +$247K | 0.01% | 596 |
|
|
2023
Q3 | – | Sell |
-1,828
| Closed | -$266K | – | 722 |
|
|
2023
Q2 | $266K | Sell |
1,828
-106
| -5% | -$15.4K | 0.02% | 539 |
|
|
2023
Q1 | $250K | Sell |
1,934
-12
| -0.6% | -$1.55K | 0.02% | 531 |
|
|
2022
Q4 | $248K | Buy |
+1,946
| New | +$248K | 0.02% | 509 |
|
|
2022
Q3 | – | Sell |
-5,281
| Closed | -$555K | – | 547 |
|
|
2022
Q2 | $555K | Buy |
5,281
+58
| +1% | +$6.1K | 0.05% | 345 |
|
|
2022
Q1 | $668K | Sell |
5,223
-303
| -5% | -$38.8K | 0.05% | 333 |
|
|
2021
Q4 | $682K | Buy |
5,526
+178
| +3% | +$22K | 0.05% | 339 |
|
|
2021
Q3 | $760K | Sell |
5,348
-174
| -3% | -$24.7K | 0.06% | 293 |
|
|
2021
Q2 | $862K | Hold |
5,522
| – | – | 0.08% | 263 |
|
|
2021
Q1 | $858K | Buy |
5,522
+351
| +7% | +$54.5K | 0.09% | 237 |
|
|
2020
Q4 | $774K | Buy |
+5,171
| New | +$774K | 0.11% | 190 |
|
|
2019
Q4 | – | Sell |
-1,595
| Closed | -$213K | – | 250 |
|
|
2019
Q3 | $213K | Buy |
+1,595
| New | +$213K | 0.08% | 235 |
|