Summit Trail Advisors’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 | – | Sell |
-6,345
| Closed | -$720K | – | 1147 |
|
|
2025
Q1 | $720K | Buy |
6,345
+1,812
| +40% | +$206K | 0.02% | 200 |
|
|
2024
Q4 | $480K | Buy |
4,533
+1,095
| +32% | +$116K | 0.02% | 227 |
|
|
2024
Q3 | $372K | Sell |
3,438
-179
| -5% | -$19.4K | 0.01% | 486 |
|
|
2024
Q2 | $393K | Buy |
+3,617
| New | +$393K | 0.01% | 420 |
|
|
2018
Q4 | – | Sell |
-2,755
| Closed | -$352K | – | 236 |
|
|
2018
Q3 | $352K | Buy |
2,755
+1,095
| +66% | +$140K | 0.08% | 133 |
|
|
2018
Q2 | $180K | Buy |
+1,660
| New | +$180K | 0.06% | 149 |
|
|
2018
Q1 | – | Sell |
-1,474
| Closed | -$177K | – | 1698 |
|
|
2017
Q4 | $177K | Buy |
+1,474
| New | +$177K | 0.02% | 467 |
|