Waldron Private Wealth’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,113
| Closed | -$768K | – | 499 |
|
|
2024
Q3 | $768K | Sell |
7,113
-239
| -3% | -$25.8K | 0.03% | 193 |
|
|
2024
Q2 | $798K | Sell |
7,352
-77
| -1% | -$8.36K | 0.04% | 177 |
|
|
2024
Q1 | $982K | Sell |
7,429
-1,998
| -21% | -$264K | 0.04% | 167 |
|
|
2023
Q4 | $1.15M | Sell |
9,427
-113
| -1% | -$13.8K | 0.05% | 141 |
|
|
2023
Q3 | $1.07M | Buy |
9,540
+43
| +0.5% | +$4.83K | 0.06% | 145 |
|
|
2023
Q2 | $1.39M | Buy |
9,497
+14
| +0.1% | +$2.04K | 0.07% | 120 |
|
|
2023
Q1 | $1.23M | Sell |
9,483
-24
| -0.3% | -$3.1K | 0.06% | 146 |
|
|
2022
Q4 | $996K | Hold |
9,507
| – | – | 0.06% | 158 |
|
|
2022
Q3 | $996K | Buy |
9,507
+394
| +4% | +$41.3K | 0.06% | 158 |
|
|
2022
Q2 | $959K | Sell |
9,113
-28
| -0.3% | -$2.95K | 0.05% | 171 |
|
|
2022
Q1 | $1.17M | Sell |
9,141
-233
| -2% | -$29.8K | 0.06% | 164 |
|
|
2021
Q4 | $1.16M | Buy |
+9,374
| New | +$1.16M | 0.06% | 157 |
|