Creative Planning’s Zurn Elkay Water Solutions ZWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
57,771
+15,729
| +37% | +$575K | ﹤0.01% | 1264 |
|
|
2025
Q1 | $1.39M | Buy |
42,042
+854
| +2% | +$28.2K | ﹤0.01% | 1455 |
|
|
2024
Q4 | $1.54M | Buy |
41,188
+11,635
| +39% | +$434K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $1.06M | Buy |
29,553
+14,452
| +96% | +$519K | ﹤0.01% | 1470 |
|
|
2024
Q2 | $444K | Buy |
15,101
+2,281
| +18% | +$67.1K | ﹤0.01% | 2024 |
|
|
2024
Q1 | $429K | Buy |
12,820
+4,273
| +50% | +$143K | ﹤0.01% | 1956 |
|
|
2023
Q4 | $251K | Buy |
+8,547
| New | +$251K | ﹤0.01% | 2219 |
|
|
2017
Q3 | – | Sell |
-955
| Closed | -$11K | – | 3660 |
|
|
2017
Q2 | $11K | Sell |
955
-46
| -5% | -$530 | ﹤0.01% | 3544 |
|
|
2017
Q1 | $11K | Buy |
1,001
+378
| +61% | +$4.15K | ﹤0.01% | 3508 |
|
|
2016
Q4 | $6K | Hold |
623
| – | – | ﹤0.01% | 3804 |
|
|
2016
Q3 | $6K | Buy |
623
+104
| +20% | +$1K | ﹤0.01% | 3747 |
|
|
2016
Q2 | $5K | Hold |
519
| – | – | ﹤0.01% | 3596 |
|
|
2016
Q1 | $5K | Buy |
+519
| New | +$5K | ﹤0.01% | 3561 |
|