Creative Planning’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 | $228K | Sell |
12,860
-4,112
| -24% | -$73K | ﹤0.01% | 3111 |
|
|
2025
Q1 | $337K | Sell |
16,972
-2,676
| -14% | -$53.1K | ﹤0.01% | 2642 |
|
|
2024
Q4 | $384K | Sell |
19,648
-14,753
| -43% | -$288K | ﹤0.01% | 2461 |
|
|
2024
Q3 | $852K | Buy |
34,401
+5,231
| +18% | +$130K | ﹤0.01% | 1644 |
|
|
2024
Q2 | $605K | Buy |
29,170
+10,275
| +54% | +$213K | ﹤0.01% | 1794 |
|
|
2024
Q1 | $396K | Buy |
18,895
+226
| +1% | +$4.73K | ﹤0.01% | 2026 |
|
|
2023
Q4 | $397K | Buy |
18,669
+7,159
| +62% | +$152K | ﹤0.01% | 1867 |
|
|
2023
Q3 | $278K | Sell |
11,510
-2,350
| -17% | -$56.8K | ﹤0.01% | 1991 |
|
|
2023
Q2 | $348K | Buy |
13,860
+4,069
| +42% | +$102K | ﹤0.01% | 1790 |
|
|
2023
Q1 | $281K | Buy |
9,791
+782
| +9% | +$22.4K | ﹤0.01% | 1863 |
|
|
2022
Q4 | $242K | Buy |
9,009
+452
| +5% | +$12.1K | ﹤0.01% | 1876 |
|
|
2022
Q3 | $206K | Buy |
+8,557
| New | +$206K | ﹤0.01% | 1887 |
|
|
2020
Q3 | – | Sell |
-5,772
| Closed | -$212K | – | 2029 |
|
|
2020
Q2 | $212K | Buy |
+5,772
| New | +$212K | ﹤0.01% | 1475 |
|
|
2019
Q3 | – | Sell |
-15,475
| Closed | -$296K | – | 1953 |
|
|
2019
Q2 | $296K | Buy |
15,475
+952
| +7% | +$18.2K | ﹤0.01% | 1379 |
|
|
2019
Q1 | $265K | Buy |
14,523
+1,227
| +9% | +$22.4K | ﹤0.01% | 1391 |
|
|
2018
Q4 | $210K | Hold |
13,296
| – | – | ﹤0.01% | 1449 |
|
|
2018
Q3 | $220K | Buy |
13,296
+178
| +1% | +$2.95K | ﹤0.01% | 1604 |
|
|
2018
Q2 | $262K | Buy |
13,118
+147
| +1% | +$2.94K | ﹤0.01% | 1435 |
|
|
2018
Q1 | $194K | Sell |
12,971
-1,000
| -7% | -$15K | ﹤0.01% | 1610 |
|
|
2017
Q4 | $221K | Buy |
13,971
+300
| +2% | +$4.75K | ﹤0.01% | 1532 |
|
|
2017
Q3 | $192K | Sell |
13,671
-2,000
| -13% | -$28.1K | ﹤0.01% | 1600 |
|
|
2017
Q2 | $219K | Buy |
15,671
+15,271
| +3,818% | +$213K | ﹤0.01% | 1461 |
|
|
2017
Q1 | $5K | Sell |
400
-300
| -43% | -$3.75K | ﹤0.01% | 3920 |
|
|
2016
Q4 | $8K | Buy |
+700
| New | +$8K | ﹤0.01% | 3645 |
|