Endurance Wealth Management’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $102K | Hold |
700
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $90K | Hold |
700
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $89K | Hold |
700
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $73K | Hold |
700
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $74K | Hold |
700
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $90K | Sell |
700
-433
| -38% | -$52.2K | 0.01% | 290 |
|
|
2021
Q4 | $140K | Hold |
1,133
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $161K | Hold |
1,133
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $176K | Hold |
1,133
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $176K | Sell |
1,133
-103
| -8% | -$16K | 0.02% | 227 |
|
|
2020
Q4 | $185K | Hold |
1,236
| – | – | 0.02% | 203 |
|
|
2020
Q3 | $163K | Hold |
1,236
| – | – | 0.02% | 202 |
|
|
2020
Q2 | $143K | Hold |
1,236
| – | – | 0.02% | 204 |
|
|
2020
Q1 | $121K | Hold |
1,236
| – | – | 0.02% | 206 |
|
|
2019
Q4 | $180K | Hold |
1,236
| – | – | 0.03% | 187 |
|
|
2019
Q3 | $165K | Hold |
1,236
| – | – | 0.03% | 189 |
|
|
2019
Q2 | $141K | Hold |
1,236
| – | – | 0.02% | 199 |
|
|
2019
Q1 | $153K | Hold |
1,236
| – | – | 0.03% | 188 |
|
|
2018
Q4 | $124K | Hold |
1,236
| – | – | 0.02% | 195 |
|
|
2018
Q3 | $158K | Hold |
1,236
| – | – | 0.02% | 188 |
|
|
2018
Q2 | $134K | Sell |
1,236
-77
| -6% | -$8.38K | 0.02% | 200 |
|
|
2018
Q1 | $139K | Hold |
1,313
| – | – | 0.02% | 206 |
|
|
2017
Q4 | $154K | Hold |
1,313
| – | – | 0.02% | 192 |
|
|
2017
Q3 | $149K | Hold |
1,313
| – | – | 0.02% | 191 |
|
|
2017
Q2 | $164K | Hold |
1,313
| – | – | 0.03% | 185 |
|
|
2017
Q1 | $156K | Hold |
1,313
| – | – | 0.03% | 184 |
|
|
2016
Q4 | $132K | Sell |
1,313
-1,314
| -50% | -$141K | 0.02% | 195 |
|
|
2016
Q3 | $338K | Buy |
2,627
+1,314
| +100% | +$162K | 0.06% | 137 |
|
|
2016
Q2 | $153K | Hold |
1,313
| – | – | 0.03% | 182 |
|
|
2016
Q1 | $136 | Sell |
1,313
-412
| -24% | -$39.9K | 0.02% | 188 |
|
|
2015
Q4 | $172K | Hold |
1,725
| – | – | 0.03% | 177 |
|
|
2015
Q3 | $162K | Hold |
1,725
| – | – | 0.03% | 188 |
|
|
2015
Q2 | $183K | Buy |
+1,725
| New | +$191K | 0.03% | 167 |
|
|
2015
Q1 | – | Sell |
-1,931
| Closed | -$212K | – | 194 |
|
|
2014
Q4 | $212K | Buy |
+1,931
| New | +$204K | 0.04% | 164 |
|
Other funds holding ZBH
Endurance Wealth Management's ZBH Position: Q2 2023 in Review
Endurance Wealth Management held its Zimmer Biomet (ZBH) position steady in Q2 2023 at 700 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #269.
Endurance Wealth Management first reported a position in ZBH in Q4 2014 and has held it in 34 quarters since. The position peaked at $338K in Q3 2016. 1,032 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.
- Endurance Wealth Management held 700 shares of Zimmer Biomet worth $102K as of Q2 2023.
- Endurance Wealth Management left its Zimmer Biomet share count unchanged in Q2 2023.
- Zimmer Biomet made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #269 holding.
- Endurance Wealth Management first reported a position in Zimmer Biomet in Q4 2014 and has held it in 34 quarters since.
- Endurance Wealth Management's Zimmer Biomet position peaked at $338K in Q3 2016.
- 1,032 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.
Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.