Venturi Wealth Management’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 |
-2,117
| Closed | -$240K | – | 617 |
|
|
2025
Q1 | $240K | Buy |
2,117
+258
| +14% | +$29.2K | 0.01% | 500 |
|
|
2024
Q4 | $196K | Buy |
1,859
+1,682
| +950% | +$178K | 0.01% | 552 |
|
|
2024
Q3 | $19.1K | Sell |
177
-29
| -14% | -$3.13K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $22.4K | Sell |
206
-3,244
| -94% | -$352K | ﹤0.01% | 905 |
|
|
2024
Q1 | $455K | Buy |
3,450
+10
| +0.3% | +$1.32K | 0.03% | 273 |
|
|
2023
Q4 | $419K | Buy |
3,440
+1,912
| +125% | +$233K | 0.03% | 278 |
|
|
2023
Q3 | $171K | Buy |
+1,528
| New | +$171K | 0.01% | 347 |
|
|
2023
Q2 | – | Sell |
-28
| Closed | -$3.62K | – | 1297 |
|
|
2023
Q1 | $3.62K | Buy |
+28
| New | +$3.62K | ﹤0.01% | 889 |
|
|
2016
Q2 | – | Sell |
-9,785
| Closed | -$1.01M | – | 151 |
|
|
2016
Q1 | $1.01M | Hold |
9,785
| – | – | 0.38% | 68 |
|
|
2015
Q4 | $975K | Buy |
+9,785
| New | +$975K | 0.44% | 63 |
|