Williams Jones Wealth Management’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 |
-1,895
| Closed | -$205K | – | 547 |
|
|
2024
Q3 | $205K | Sell |
1,895
-302
| -14% | -$32.6K | ﹤0.01% | 492 |
|
|
2024
Q2 | $238K | Sell |
2,197
-801
| -27% | -$86.9K | ﹤0.01% | 452 |
|
|
2024
Q1 | $396K | Sell |
2,998
-265
| -8% | -$35K | 0.01% | 390 |
|
|
2023
Q4 | $397K | Sell |
3,263
-385
| -11% | -$46.9K | 0.01% | 381 |
|
|
2023
Q3 | $409K | Buy |
3,648
+414
| +13% | +$46.5K | 0.01% | 372 |
|
|
2023
Q2 | $471K | Hold |
3,234
| – | – | 0.01% | 355 |
|
|
2023
Q1 | $418K | Hold |
3,234
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $412K | Buy |
3,234
+26
| +0.8% | +$3.32K | 0.01% | 392 |
|
|
2022
Q3 | $335K | Hold |
3,208
| – | – | 0.01% | 427 |
|
|
2022
Q2 | $337K | Buy |
3,208
+1,454
| +83% | +$153K | 0.01% | 433 |
|
|
2022
Q1 | $224K | Buy |
+1,754
| New | +$224K | ﹤0.01% | 468 |
|