Avantax Planning Partners’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,569
| Closed | -$272K | – | 490 |
|
|
2024
Q2 | $272K | Sell |
1,569
-459
| -23% | -$79.6K | 0.01% | 375 |
|
|
2024
Q1 | $343K | Sell |
2,028
-35
| -2% | -$5.92K | 0.01% | 339 |
|
|
2023
Q4 | $407K | Sell |
2,063
-100
| -5% | -$19.7K | 0.02% | 261 |
|
|
2023
Q3 | $376K | Sell |
2,163
-1,605
| -43% | -$279K | 0.02% | 254 |
|
|
2023
Q2 | $649K | Sell |
3,768
-25
| -0.7% | -$4.31K | 0.03% | 211 |
|
|
2023
Q1 | $631K | Buy |
3,793
+402
| +12% | +$66.9K | 0.03% | 214 |
|
|
2022
Q4 | $497K | Sell |
3,391
-583
| -15% | -$85.4K | 0.02% | 233 |
|
|
2022
Q3 | $589K | Buy |
3,974
+2,797
| +238% | +$415K | 0.03% | 207 |
|
|
2022
Q2 | $202K | Buy |
1,177
+9
| +0.8% | +$1.55K | 0.01% | 324 |
|
|
2022
Q1 | $220K | Hold |
1,168
| – | – | 0.01% | 331 |
|
|
2021
Q4 | $285K | Sell |
1,168
-107
| -8% | -$26.1K | 0.01% | 284 |
|
|
2021
Q3 | $248K | Hold |
1,275
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $238K | Sell |
1,275
-17
| -1% | -$3.17K | 0.01% | 285 |
|
|
2021
Q1 | $203K | Buy |
+1,292
| New | +$203K | 0.01% | 293 |
|
|
2020
Q4 | – | Sell |
-1,259
| Closed | -$208K | – | 314 |
|
|
2020
Q3 | $208K | Buy |
+1,259
| New | +$208K | 0.01% | 281 |
|
|
2018
Q4 | – | Sell |
-377
| Closed | -$35K | – | 1233 |
|
|
2018
Q3 | $35K | Buy |
+377
| New | +$35K | ﹤0.01% | 569 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$33K | – | 1519 |
|
|
2018
Q1 | $33K | Buy |
+400
| New | +$33K | ﹤0.01% | 620 |
|