Confluence Investment Management’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,282
| Closed | -$201K | – | 320 |
|
|
2024
Q4 | $201K | Buy |
10,282
+1,326
| +15% | +$25.9K | ﹤0.01% | 290 |
|
|
2024
Q3 | $222K | Buy |
+8,956
| New | +$222K | ﹤0.01% | 285 |
|
|
2023
Q4 | – | Sell |
-8,902
| Closed | -$215K | – | 306 |
|
|
2023
Q3 | $215K | Sell |
8,902
-1,805
| -17% | -$43.6K | ﹤0.01% | 278 |
|
|
2023
Q2 | $269K | Hold |
10,707
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $307K | Sell |
10,707
-546
| -5% | -$15.6K | ﹤0.01% | 263 |
|
|
2022
Q4 | $302K | Sell |
11,253
-165
| -1% | -$4.43K | ﹤0.01% | 269 |
|
|
2022
Q3 | $274K | Sell |
11,418
-120
| -1% | -$2.88K | ﹤0.01% | 275 |
|
|
2022
Q2 | $317K | Sell |
11,538
-151
| -1% | -$4.15K | ﹤0.01% | 267 |
|
|
2022
Q1 | $292K | Sell |
11,689
-2,029
| -15% | -$50.7K | ﹤0.01% | 283 |
|
|
2021
Q4 | $387K | Sell |
13,718
-1,474
| -10% | -$41.6K | 0.01% | 243 |
|
|
2021
Q3 | $466K | Sell |
15,192
-6,559
| -30% | -$201K | 0.01% | 236 |
|
|
2021
Q2 | $660K | Sell |
21,751
-19,172
| -47% | -$582K | 0.01% | 223 |
|
|
2021
Q1 | $1.19M | Buy |
40,923
+3,672
| +10% | +$107K | 0.02% | 194 |
|
|
2020
Q4 | $1.09M | Sell |
37,251
-12,364
| -25% | -$360K | 0.02% | 203 |
|
|
2020
Q3 | $1.48M | Sell |
49,615
-1,966
| -4% | -$58.8K | 0.02% | 185 |
|
|
2020
Q2 | $1.89M | Sell |
51,581
-3,164
| -6% | -$116K | 0.03% | 177 |
|
|
2020
Q1 | $1.45M | Sell |
54,745
-40
| -0.1% | -$1.06K | 0.03% | 186 |
|
|
2019
Q4 | $1.05M | Buy |
54,785
+2,363
| +5% | +$45.2K | 0.02% | 206 |
|
|
2019
Q3 | $1.12M | Sell |
52,422
-2,363
| -4% | -$50.4K | 0.02% | 206 |
|
|
2019
Q2 | $1.05M | Buy |
54,785
+834
| +2% | +$15.9K | 0.02% | 206 |
|
|
2019
Q1 | $986K | Sell |
53,951
-4,567
| -8% | -$83.5K | 0.02% | 205 |
|
|
2018
Q4 | $926K | Sell |
58,518
-2,589
| -4% | -$41K | 0.02% | 217 |
|
|
2018
Q3 | $1.01M | Sell |
61,107
-194
| -0.3% | -$3.22K | 0.02% | 219 |
|
|
2018
Q2 | $1.23M | Buy |
+61,301
| New | +$1.23M | 0.02% | 206 |
|