Valeo Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Valeo Financial Advisors’s Portfolio ZBH Stock Details ZBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Sell	12,409 -1,937	-14%	-$177K	0.03%	267
2025 Q1	$1.62M	Sell	14,346 -313	-2%	-$35.4K	0.05%	186
2024 Q4	$1.55M	Buy	14,659 +1,035	+8%	+$109K	0.04%	180
2024 Q3	$1.47M	Sell	13,624 -4,418	-24%	-$477K	0.04%	197
2024 Q2	$1.96M	Sell	18,042 -4,428	-20%	-$481K	0.06%	148
2024 Q1	$2.72M	Buy	22,470 +108	+0.5%	+$13.1K	0.1%	111
2023 Q4	$2.72M	Sell	22,362 -5,732	-20%	-$698K	0.11%	106
2023 Q3	$3.15M	Sell	28,094 -4,380	-13%	-$492K	0.14%	84
2023 Q2	$4.73M	Sell	32,474 -4,873	-13%	-$710K	0.22%	61
2023 Q1	$4.83M	Buy	37,347 +10,163	+37%	+$1.31M	0.23%	63
2022 Q4	$3.47M	Sell	27,184 -2,233	-8%	-$285K	0.19%	73
2022 Q3	$3.08M	Buy	29,417 +1,469	+5%	+$154K	0.2%	71
2022 Q2	$2.94M	Buy	27,948 +1,078	+4%	+$113K	0.18%	74
2022 Q1	$3.44M	Buy	26,870 +2,465	+10%	+$315K	0.17%	80
2021 Q4	$3.01M	Sell	24,405 -1,853	-7%	-$229K	0.16%	80
2021 Q3	$3.73M	Buy	26,258 +352	+1%	+$50K	0.21%	66
2021 Q2	$4.05M	Buy	25,906 +908	+4%	+$142K	0.25%	63
2021 Q1	$3.89M	Buy	24,998 +1,316	+6%	+$205K	0.18%	71
2020 Q4	$3.54M	Buy	23,682 +4,851	+26%	+$726K	0.18%	66
2020 Q3	$2.49M	Buy	18,831 +1,831	+11%	+$242K	0.22%	71
2020 Q2	$1.97M	Sell	17,000 -797	-4%	-$92.4K	0.18%	80
2020 Q1	$1.91M	Buy	17,797 +998	+6%	+$107K	0.2%	70
2019 Q4	$2.44M	Buy	16,799 +68	+0.4%	+$9.88K	0.24%	65
2019 Q3	$2.23M	Sell	16,731 -1,027	-6%	-$137K	0.25%	64
2019 Q2	$2.03M	Buy	17,758 +315	+2%	+$36K	0.23%	68
2019 Q1	$2.16M	Buy	17,443 +9,267	+113%	+$1.15M	0.26%	66
2018 Q4	$823K	Buy	8,176 +1,536	+23%	+$155K	0.12%	128
2018 Q3	$733K	Buy	6,640 +467	+8%	+$51.6K	0.1%	141
2018 Q2	$734K	Buy	6,173 +178	+3%	+$21.2K	0.1%	136
2018 Q1	$635K	Buy	5,995 +503	+9%	+$53.3K	0.1%	130
2017 Q4	$643K	Buy	5,492 +1,263	+30%	+$148K	0.11%	127
2017 Q3	$481K	Buy	+4,229	New	+$481K	0.11%	125