TWA
TCI Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-478
| Closed | -$61.8K | – | 2297 |
|
|
2023
Q1 | $61.8K | Buy |
478
+6
| +1% | +$775 | 0.01% | 381 |
|
|
2022
Q4 | $60.2K | Sell |
472
-15
| -3% | -$1.91K | 0.01% | 358 |
|
|
2022
Q3 | $51K | Buy |
487
+34
| +8% | +$3.56K | 0.01% | 363 |
|
|
2022
Q2 | $48K | Sell |
453
-109
| -19% | -$11.6K | 0.01% | 379 |
|
|
2022
Q1 | $72K | Hold |
562
| – | – | 0.01% | 318 |
|
|
2021
Q4 | $71K | Buy |
562
+5
| +0.9% | +$632 | 0.01% | 329 |
|
|
2021
Q3 | $82K | Sell |
557
-246
| -31% | -$36.2K | 0.01% | 310 |
|
|
2021
Q2 | $129K | Sell |
803
-11
| -1% | -$1.77K | 0.02% | 223 |
|
|
2021
Q1 | $130K | Sell |
814
-230
| -22% | -$36.7K | 0.06% | 190 |
|
|
2020
Q4 | $161K | Sell |
1,044
-2,457
| -70% | -$379K | 0.07% | 158 |
|
|
2020
Q3 | $477K | Hold |
3,501
| – | – | 0.19% | 82 |
|
|
2020
Q2 | $418K | Hold |
3,501
| – | – | 0.18% | 86 |
|
|
2020
Q1 | $354K | Sell |
3,501
-260
| -7% | -$26.3K | 0.17% | 88 |
|
|
2019
Q4 | $563K | Hold |
3,761
| – | – | 0.22% | 79 |
|
|
2019
Q3 | $516K | Hold |
3,761
| – | – | 0.23% | 77 |
|
|
2019
Q2 | $443K | Sell |
3,761
-87
| -2% | -$10.2K | 0.2% | 92 |
|
|
2019
Q1 | $491K | Hold |
3,848
| – | – | 0.22% | 84 |
|
|
2018
Q4 | $399K | Hold |
3,848
| – | – | 0.19% | 91 |
|
|
2018
Q3 | $506K | Sell |
3,848
-196
| -5% | -$25.8K | 0.21% | 86 |
|
|
2018
Q2 | $451K | Hold |
4,044
| – | – | 0.2% | 89 |
|
|
2018
Q1 | $441K | Sell |
4,044
-15
| -0.4% | -$1.64K | 0.2% | 88 |
|
|
2017
Q4 | $490K | Hold |
4,059
| – | – | 0.22% | 86 |
|
|
2017
Q3 | $475K | Hold |
4,059
| – | – | 0.23% | 78 |
|
|
2017
Q2 | $521K | Sell |
4,059
-78
| -2% | -$10K | 0.27% | 73 |
|
|
2017
Q1 | $505K | Hold |
4,137
| – | – | 0.26% | 72 |
|
|
2016
Q4 | $427K | Hold |
4,137
| – | – | 0.22% | 78 |
|
|
2016
Q3 | $538K | Hold |
4,137
| – | – | 0.29% | 71 |
|
|
2016
Q2 | $498K | Sell |
4,137
-192
| -4% | -$23.1K | 0.28% | 72 |
|
|
2016
Q1 | $462K | Sell |
4,329
-140
| -3% | -$14.9K | 0.26% | 75 |
|
|
2015
Q4 | $458K | Buy |
4,469
+38
| +0.9% | +$3.89K | 0.26% | 77 |
|
|
2015
Q3 | $416K | Sell |
4,431
-100
| -2% | -$9.39K | 0.25% | 77 |
|
|
2015
Q2 | $495K | Sell |
4,531
-208
| -4% | -$22.7K | 0.28% | 71 |
|
|
2015
Q1 | $557K | Sell |
4,739
-133
| -3% | -$15.6K | 0.35% | 63 |
|
|
2014
Q4 | $553K | Sell |
4,872
-38
| -0.8% | -$4.31K | 0.34% | 64 |
|
|
2014
Q3 | $494K | Hold |
4,910
| – | – | 0.31% | 67 |
|
|
2014
Q2 | $510K | Hold |
4,910
| – | – | 0.31% | 65 |
|
|
2014
Q1 | $464K | Hold |
4,910
| – | – | 0.3% | 66 |
|
|
2013
Q4 | $458K | Hold |
4,910
| – | – | 0.29% | 68 |
|
|
2013
Q3 | $403K | Hold |
4,910
| – | – | 0.31% | 64 |
|
|
2013
Q2 | $368K | Buy |
+4,910
| New | +$368K | 0.28% | 67 |
|