YorkBridge Wealth Partners’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $244K | Buy |
+1,915
| New | +$244K | 0.06% | 223 |
|
|
2022
Q2 | – | Sell |
-1,837
| Closed | -$235K | – | 297 |
|
|
2022
Q1 | $235K | Buy |
1,837
+47
| +3% | +$6.01K | 0.05% | 270 |
|
|
2021
Q4 | $221K | Sell |
1,790
-105
| -6% | -$13K | 0.05% | 269 |
|
|
2021
Q3 | $269K | Buy |
1,895
+50
| +3% | +$7.1K | 0.07% | 227 |
|
|
2021
Q2 | $288K | Hold |
1,845
| – | – | 0.08% | 213 |
|
|
2021
Q1 | $287K | Buy |
+1,845
| New | +$287K | 0.08% | 204 |
|
|
2019
Q3 | – | Sell |
-1,090
| Closed | -$125K | – | 672 |
|
|
2019
Q2 | $125K | Hold |
1,090
| – | – | 0.06% | 255 |
|
|
2019
Q1 | $135K | Sell |
1,090
-310
| -22% | -$38.4K | 0.06% | 233 |
|
|
2018
Q4 | $141K | Hold |
1,400
| – | – | 0.07% | 195 |
|
|
2018
Q3 | $177K | Buy |
1,400
+27
| +2% | +$3.41K | 0.08% | 186 |
|
|
2018
Q2 | $149K | Hold |
1,373
| – | – | 0.07% | 215 |
|
|
2018
Q1 | $142K | Hold |
1,373
| – | – | 0.07% | 222 |
|
|
2017
Q4 | $164K | Sell |
1,373
-112
| -8% | -$13.4K | 0.08% | 202 |
|
|
2017
Q3 | $169K | Hold |
1,485
| – | – | 0.09% | 193 |
|
|
2017
Q2 | $185K | Hold |
1,485
| – | – | 0.1% | 178 |
|
|
2017
Q1 | $174K | Buy |
1,485
+98
| +7% | +$11.5K | 0.09% | 184 |
|
|
2016
Q4 | $138K | Buy |
+1,387
| New | +$138K | 0.08% | 196 |
|