WealthPlan Investment 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 |
-1,807
| Closed | -$204K | – | 353 |
|
|
2025
Q1 | $204K | Buy |
+1,807
| New | +$204K | 0.02% | 259 |
|
|
2024
Q2 | – | Sell |
-1,903
| Closed | -$251K | – | 199 |
|
|
2024
Q1 | $251K | Buy |
1,903
+3
| +0.2% | +$396 | 0.04% | 168 |
|
|
2023
Q4 | $231K | Sell |
1,900
-25
| -1% | -$3.04K | 0.04% | 175 |
|
|
2023
Q3 | $216K | Buy |
1,925
+102
| +6% | +$11.4K | 0.04% | 163 |
|
|
2023
Q2 | $265K | Sell |
1,823
-97
| -5% | -$14.1K | 0.08% | 120 |
|
|
2023
Q1 | $248K | Sell |
1,920
-270
| -12% | -$34.9K | 0.04% | 149 |
|
|
2022
Q4 | $280K | Buy |
2,190
+3
| +0.1% | +$384 | 0.02% | 329 |
|
|
2022
Q3 | $272K | Buy |
+2,187
| New | +$272K | 0.02% | 308 |
|
|
2022
Q1 | $252K | Buy |
+2,091
| New | +$252K | 0.02% | 344 |
|