CAPTRUST Financial Advisors’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $576K | Buy |
32,424
+1,177
| +4% | +$20.9K | ﹤0.01% | 1646 |
|
2025
Q1 | $620K | Sell |
31,247
-12,245
| -28% | -$243K | ﹤0.01% | 1519 |
|
2024
Q4 | $850K | Sell |
43,492
-270
| -0.6% | -$5.28K | ﹤0.01% | 1316 |
|
2024
Q3 | $1.08M | Sell |
43,762
-2,156
| -5% | -$53.4K | ﹤0.01% | 1147 |
|
2024
Q2 | $953K | Buy |
45,918
+35,434
| +338% | +$735K | ﹤0.01% | 1162 |
|
2024
Q1 | $220K | Buy |
+10,484
| New | +$220K | ﹤0.01% | 1953 |
|
2021
Q3 | – | Sell |
-125
| Closed | -$4K | – | 4788 |
|
2021
Q2 | $4K | Sell |
125
-437
| -78% | -$14K | ﹤0.01% | 3969 |
|
2021
Q1 | $16K | Buy |
+562
| New | +$16K | ﹤0.01% | 3163 |
|