CTWM
Cherry Tree Wealth Management’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Sell |
1,148
-100
| -8% | -$15.6K | 0.04% | 164 |
|
|
2025
Q1 | $205K | Hold |
1,248
| – | – | 0.05% | 157 |
|
|
2024
Q4 | $203K | Hold |
1,248
| – | – | 0.05% | 157 |
|
|
2024
Q3 | $244K | Hold |
1,248
| – | – | 0.06% | 151 |
|
|
2024
Q2 | $216K | Buy |
1,248
+82
| +7% | +$14.2K | 0.05% | 153 |
|
|
2024
Q1 | $197K | Hold |
1,166
| – | – | 0.05% | 159 |
|
|
2023
Q4 | $230K | Hold |
1,166
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $203K | Sell |
1,166
-2
| -0.2% | -$348 | 0.06% | 141 |
|
|
2023
Q2 | $201K | Buy |
+1,168
| New | +$201K | 0.06% | 140 |
|