SWA
Sutton Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $347K | Buy |
3,095
+31
| +1% | +$3.48K | 0.17% | 77 |
|
|
2023
Q2 | $446K | Hold |
3,064
| – | – | 0.22% | 71 |
|
|
2023
Q1 | $396K | Hold |
3,064
| – | – | 0.21% | 71 |
|
|
2022
Q4 | $391K | Hold |
3,064
| – | – | 0.15% | 110 |
|
|
2022
Q3 | $320K | Sell |
3,064
-16
| -0.5% | -$1.67K | 0.13% | 122 |
|
|
2022
Q2 | $324K | Sell |
3,080
-1
| -0% | -$105 | 0.13% | 116 |
|
|
2022
Q1 | $394K | Sell |
3,081
-1
| -0% | -$128 | 0.14% | 105 |
|
|
2021
Q4 | $392K | Buy |
3,082
+5
| +0.2% | +$635 | 0.13% | 113 |
|
|
2021
Q3 | $450K | Hold |
3,077
| – | – | 0.17% | 92 |
|
|
2021
Q2 | $495K | Hold |
3,077
| – | – | 0.18% | 91 |
|
|
2021
Q1 | $493K | Buy |
3,077
+2
| +0.1% | +$320 | 0.19% | 86 |
|
|
2020
Q4 | $474K | Buy |
3,075
+3
| +0.1% | +$462 | 0.2% | 85 |
|
|
2020
Q3 | $418K | Hold |
3,072
| – | – | 0.2% | 84 |
|
|
2020
Q2 | $367K | Sell |
3,072
-76
| -2% | -$9.07K | 0.19% | 91 |
|
|
2020
Q1 | $318K | Buy |
3,148
+3
| +0.1% | +$303 | 0.2% | 88 |
|
|
2019
Q4 | $471K | Hold |
3,145
| – | – | 0.24% | 72 |
|
|
2019
Q3 | $432K | Hold |
3,145
| – | – | 0.24% | 75 |
|
|
2019
Q2 | $370K | Buy |
3,145
+3
| +0.1% | +$353 | 0.21% | 88 |
|
|
2019
Q1 | $401K | Buy |
3,142
+12
| +0.4% | +$1.53K | 0.23% | 75 |
|
|
2018
Q4 | $325K | Buy |
3,130
+3,096
| +9,106% | +$321K | 0.21% | 86 |
|
|
2018
Q3 | $4.47K | Sell |
34
-221
| -87% | -$29.1K | ﹤0.01% | 912 |
|
|
2018
Q2 | $28.4K | Sell |
255
-3
| -1% | -$334 | 0.02% | 455 |
|
|
2018
Q1 | $28.1K | Hold |
258
| – | – | 0.02% | 440 |
|
|
2017
Q4 | $31.1K | Hold |
258
| – | – | 0.02% | 401 |
|
|
2017
Q3 | $30.2K | Sell |
258
-7
| -3% | -$820 | 0.02% | 403 |
|
|
2017
Q2 | $34K | Buy |
265
+7
| +3% | +$899 | 0.03% | 351 |
|
|
2017
Q1 | $31.5K | Buy |
258
+4
| +2% | +$488 | 0.03% | 366 |
|
|
2016
Q4 | $26.2K | Buy |
254
+221
| +670% | +$22.8K | 0.02% | 408 |
|
|
2016
Q3 | $4.29K | Sell |
33
-26
| -44% | -$3.38K | ﹤0.01% | 849 |
|
|
2016
Q2 | $7.1K | Hold |
59
| – | – | 0.01% | 701 |
|
|
2016
Q1 | $6.29K | Buy |
+59
| New | +$6.29K | 0.01% | 697 |
|