WealthPLAN Partners’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-270
| Closed | -$39.3K | – | 1214 |
|
|
2023
Q2 | $39.3K | Buy |
+270
| New | +$39.3K | 0.01% | 554 |
|
|
2023
Q1 | – | Sell |
-2,190
| Closed | -$278K | – | 1332 |
|
|
2022
Q4 | $278K | Buy |
+2,190
| New | +$278K | 0.02% | 330 |
|
|
2022
Q1 | $252K | Sell |
2,091
-60
| -3% | -$7.23K | 0.02% | 344 |
|
|
2021
Q4 | $257K | Buy |
2,151
+3
| +0.1% | +$358 | 0.02% | 340 |
|
|
2021
Q3 | $268K | Sell |
2,148
-12
| -0.6% | -$1.5K | 0.02% | 326 |
|
|
2021
Q2 | $306K | Sell |
2,160
-24
| -1% | -$3.4K | 0.02% | 287 |
|
|
2021
Q1 | $367K | Sell |
2,184
-66
| -3% | -$11.1K | 0.03% | 253 |
|
|
2020
Q4 | $351K | Buy |
2,250
+3
| +0.1% | +$468 | 0.03% | 251 |
|
|
2020
Q3 | $324K | Buy |
2,247
+3
| +0.1% | +$433 | 0.03% | 241 |
|
|
2020
Q2 | $301K | Buy |
2,244
+3
| +0.1% | +$402 | 0.03% | 239 |
|
|
2020
Q1 | $244K | Sell |
2,241
-102
| -4% | -$11.1K | 0.03% | 218 |
|
|
2019
Q4 | $361K | Buy |
2,343
+226
| +11% | +$34.8K | 0.04% | 182 |
|
|
2019
Q3 | $297K | Buy |
2,117
+3
| +0.1% | +$421 | 0.04% | 189 |
|
|
2019
Q2 | $284K | Buy |
2,114
+138
| +7% | +$18.5K | 0.04% | 191 |
|
|
2019
Q1 | $227K | Sell |
1,976
-17
| -0.9% | -$1.95K | 0.04% | 234 |
|
|
2018
Q4 | $239K | Buy |
1,993
+24
| +1% | +$2.88K | 0.04% | 220 |
|
|
2018
Q3 | $215K | Buy |
1,969
+6
| +0.3% | +$655 | 0.04% | 231 |
|
|
2018
Q2 | $212K | Buy |
1,963
+3
| +0.2% | +$324 | 0.04% | 238 |
|
|
2018
Q1 | $207K | Buy |
1,960
+29
| +2% | +$3.06K | 0.05% | 249 |
|
|
2017
Q4 | $226K | Sell |
1,931
-103
| -5% | -$12.1K | 0.06% | 183 |
|
|
2017
Q3 | $231K | Buy |
+2,034
| New | +$231K | 0.06% | 168 |
|
|
2016
Q3 | $160K | Sell |
1,275
-841
| -40% | -$106K | 0.05% | 172 |
|
|
2016
Q2 | $149K | Buy |
+2,116
| New | +$149K | 0.02% | 478 |
|
|
2015
Q4 | $126K | Buy |
+3,552
| New | +$126K | 0.02% | 352 |
|
|
2015
Q2 | $114K | Sell |
1,074
-111
| -9% | -$11.8K | 0.05% | 115 |
|
|
2015
Q1 | $135K | Buy |
+1,185
| New | +$135K | 0.06% | 148 |
|