WCM
Whitener Capital Management’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,865
| Closed | -$211K | – | 158 |
|
|
2025
Q1 | $211K | Sell |
1,865
-570
| -23% | -$64.5K | 0.06% | 150 |
|
|
2024
Q4 | $257K | Hold |
2,435
| – | – | 0.07% | 135 |
|
|
2024
Q3 | $263K | Sell |
2,435
-10
| -0.4% | -$1.08K | 0.07% | 137 |
|
|
2024
Q2 | $265K | Hold |
2,445
| – | – | 0.08% | 136 |
|
|
2024
Q1 | $323K | Buy |
2,445
+90
| +4% | +$11.9K | 0.11% | 123 |
|
|
2023
Q4 | $287K | Buy |
2,355
+250
| +12% | +$30.4K | 0.1% | 122 |
|
|
2023
Q3 | $236K | Hold |
2,105
| – | – | 0.09% | 125 |
|
|
2023
Q2 | $306K | Sell |
2,105
-40
| -2% | -$5.82K | 0.12% | 115 |
|
|
2023
Q1 | $277K | Buy |
2,145
+200
| +10% | +$25.8K | 0.12% | 117 |
|
|
2022
Q4 | $248K | Buy |
+1,945
| New | +$248K | 0.11% | 116 |
|
|
2019
Q4 | – | Sell |
-760
| Closed | -$104K | – | 456 |
|
|
2019
Q3 | $104K | Sell |
760
-30
| -4% | -$4.11K | 0.06% | 163 |
|
|
2019
Q2 | $93K | Sell |
790
-180
| -19% | -$21.2K | 0.05% | 176 |
|
|
2019
Q1 | $123K | Buy |
970
+250
| +35% | +$31.7K | 0.08% | 146 |
|
|
2018
Q4 | $74K | Sell |
720
-110
| -13% | -$11.3K | 0.05% | 167 |
|
|
2018
Q3 | $109K | Buy |
+830
| New | +$109K | 0.07% | 146 |
|
|
2018
Q2 | – | Sell |
-580
| Closed | -$63K | – | 428 |
|
|
2018
Q1 | $63K | Buy |
+580
| New | +$63K | 0.05% | 174 |
|