WFG Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $601K | Buy |
4,819
+4,809
| +48,090% | +$600K | 0.14% | 175 |
|
|
2017
Q1 | $1K | Sell |
10
-2,200
| -100% | -$220K | ﹤0.01% | 1440 |
|
|
2016
Q4 | $221K | Buy |
2,210
+117
| +6% | +$11.7K | 0.05% | 354 |
|
|
2016
Q3 | $264K | Buy |
2,093
+36
| +2% | +$4.54K | 0.07% | 301 |
|
|
2016
Q2 | $240K | Buy |
2,057
+2,047
| +20,470% | +$239K | 0.06% | 288 |
|
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1466 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1499 |
|
|
2015
Q3 | $1K | Sell |
10
-31
| -76% | -$3.1K | ﹤0.01% | 1532 |
|
|
2015
Q2 | $4K | Sell |
41
-28
| -41% | -$2.73K | ﹤0.01% | 1393 |
|
|
2015
Q1 | $8K | Sell |
69
-281
| -80% | -$32.6K | ﹤0.01% | 1266 |
|
|
2014
Q4 | $39K | Hold |
350
| – | – | 0.01% | 982 |
|
|
2014
Q3 | $34K | Buy |
350
+29
| +9% | +$2.82K | 0.01% | 1056 |
|
|
2014
Q2 | $32K | Hold |
321
| – | – | 0.01% | 1083 |
|
|
2014
Q1 | $30K | Sell |
321
-194
| -38% | -$18.1K | 0.01% | 1098 |
|
|
2013
Q4 | $47K | Sell |
515
-103
| -17% | -$9.4K | 0.01% | 1021 |
|
|
2013
Q3 | $49K | Buy |
618
+63
| +11% | +$5K | 0.01% | 938 |
|
|
2013
Q2 | $40K | Buy |
+555
| New | +$40K | 0.01% | 974 |
|