CWM
Congress Wealth Management’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
86,506
+767
| +0.9% | +$120K | 0.13% | 184 |
|
|
2025
Q1 | $14.1M | Buy |
85,739
+1,104
| +1% | +$182K | 0.17% | 154 |
|
|
2024
Q4 | $13.8M | Sell |
84,635
-22,132
| -21% | -$3.61M | 0.19% | 157 |
|
|
2024
Q3 | $20.9M | Buy |
106,767
+1,253
| +1% | +$245K | 0.28% | 93 |
|
|
2024
Q2 | $18.3M | Buy |
105,514
+2,504
| +2% | +$434K | 0.29% | 88 |
|
|
2024
Q1 | $17.4M | Sell |
103,010
-495
| -0.5% | -$83.8K | 0.3% | 85 |
|
|
2023
Q4 | $20.4M | Buy |
103,505
+2,510
| +2% | +$495K | 0.38% | 58 |
|
|
2023
Q3 | $17.6M | Buy |
100,995
+854
| +0.9% | +$149K | 0.36% | 61 |
|
|
2023
Q2 | $17.2M | Sell |
100,141
-40
| -0% | -$6.89K | 0.4% | 57 |
|
|
2023
Q1 | $16.7M | Buy |
100,181
+222
| +0.2% | +$37K | 0.4% | 53 |
|
|
2022
Q4 | $14.6M | Sell |
99,959
-4,321
| -4% | -$633K | 0.38% | 57 |
|
|
2022
Q3 | $15.5M | Sell |
104,280
-4,192
| -4% | -$622K | 0.42% | 52 |
|
|
2022
Q2 | $18.6M | Sell |
108,472
-1,889
| -2% | -$325K | 0.48% | 46 |
|
|
2022
Q1 | $20.8M | Buy |
110,361
+1,716
| +2% | +$324K | 0.45% | 56 |
|
|
2021
Q4 | $26.5M | Buy |
+108,645
| New | +$26.5M | 0.53% | 47 |
|