Briaud Financial Planning’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
1,022
+35
| +4% | +$5.45K | 0.06% | 51 |
|
|
2025
Q1 | $162K | Hold |
987
| – | – | 0.06% | 43 |
|
|
2024
Q4 | $160K | Hold |
987
| – | – | 0.07% | 39 |
|
|
2024
Q3 | $192K | Hold |
987
| – | – | 0.1% | 28 |
|
|
2024
Q2 | $171K | Hold |
987
| – | – | 0.1% | 27 |
|
|
2024
Q1 | $168K | Buy |
+987
| New | +$168K | 0.1% | 26 |
|
|
2023
Q4 | – | Sell |
-1,004
| Closed | -$174K | – | 174 |
|
|
2023
Q3 | $174K | Buy |
+1,004
| New | +$174K | 0.14% | 23 |
|
|
2022
Q1 | – | Sell |
-1,004
| Closed | -$245K | – | 30 |
|
|
2021
Q4 | $245K | Buy |
+1,004
| New | +$245K | 0.13% | 20 |
|
|
2021
Q1 | – | Sell |
-166
| Closed | -$202 | – | 25 |
|
|
2020
Q4 | $202 | Sell |
166
-1,059
| -86% | -$1.29K | 0.13% | 20 |
|
|
2020
Q3 | $202K | Buy |
+1,225
| New | +$202K | 0.15% | 17 |
|