9258 Wealth Management’s Zoetis ZTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$473K Sell
2,423
-1
-0% -$195 0.07% 210
2024
Q2
$420K Sell
2,424
-56
-2% -$9.71K 0.06% 219
2024
Q1
$420K Sell
2,480
-3
-0.1% -$508 0.07% 220
2023
Q4
$490K Sell
2,483
-8
-0.3% -$1.58K 0.09% 182
2023
Q3
$433K Hold
2,491
0.08% 193
2023
Q2
$429K Buy
2,491
+28
+1% +$4.82K 0.08% 200
2023
Q1
$410K Sell
2,463
-8
-0.3% -$1.33K 0.08% 208
2022
Q4
$362K Buy
2,471
+828
+50% +$121K 0.08% 217
2022
Q3
$244K Hold
1,643
0.06% 272
2022
Q2
$282K Buy
1,643
+6
+0.4% +$1.03K 0.07% 261
2022
Q1
$309K Sell
1,637
-2
-0.1% -$378 0.07% 270
2021
Q4
$400K Sell
1,639
-71
-4% -$17.3K 0.09% 235
2021
Q3
$332K Buy
1,710
+1
+0.1% +$194 0.09% 240
2021
Q2
$318K Sell
1,709
-381
-18% -$70.9K 0.09% 249
2021
Q1
$329K Sell
2,090
-92
-4% -$14.5K 0.1% 224
2020
Q4
$361K Sell
2,182
-15
-0.7% -$2.48K 0.12% 193
2020
Q3
$348K Buy
2,197
+2
+0.1% +$317 0.13% 179
2020
Q2
$301K Buy
2,195
+1
+0% +$137 0.12% 203
2020
Q1
$280K Sell
2,194
-29
-1% -$3.7K 0.12% 197
2019
Q4
$294K Buy
+2,223
New +$294K 0.11% 216