DWM
Dakota Wealth Management’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.61M | Sell |
61,621
-3,920
| -6% | -$611K | 0.2% | 99 |
|
|
2025
Q1 | $10.8M | Sell |
65,541
-21,441
| -25% | -$3.53M | 0.25% | 86 |
|
|
2024
Q4 | $14.2M | Buy |
86,982
+2,805
| +3% | +$457K | 0.33% | 66 |
|
|
2024
Q3 | $16.4M | Buy |
84,177
+1,492
| +2% | +$292K | 0.37% | 53 |
|
|
2024
Q2 | $14.3M | Sell |
82,685
-5,401
| -6% | -$936K | 0.34% | 55 |
|
|
2024
Q1 | $14.9M | Buy |
88,086
+4,528
| +5% | +$766K | 0.37% | 57 |
|
|
2023
Q4 | $16.5M | Sell |
83,558
-27,705
| -25% | -$5.47M | 0.64% | 33 |
|
|
2023
Q3 | $19.4M | Sell |
111,263
-5,018
| -4% | -$873K | 0.85% | 25 |
|
|
2023
Q2 | $20M | Buy |
116,281
+5,101
| +5% | +$878K | 0.94% | 22 |
|
|
2023
Q1 | $18.5M | Buy |
111,180
+42,141
| +61% | +$7.01M | 1.24% | 10 |
|
|
2022
Q4 | $10.1M | Sell |
69,039
-4,408
| -6% | -$646K | 0.72% | 36 |
|
|
2022
Q3 | $10.9M | Buy |
73,447
+13,623
| +23% | +$2.02M | 0.88% | 24 |
|
|
2022
Q2 | $10.3M | Sell |
59,824
-14,425
| -19% | -$2.48M | 0.95% | 21 |
|
|
2022
Q1 | $14M | Buy |
74,249
+51,488
| +226% | +$9.71M | 1.14% | 12 |
|
|
2021
Q4 | $5.55M | Hold |
22,761
| – | – | 0.59% | 42 |
|
|
2021
Q3 | $4.42M | Sell |
22,761
-687
| -3% | -$133K | 0.51% | 55 |
|
|
2021
Q2 | $4.37M | Sell |
23,448
-25,542
| -52% | -$4.76M | 0.52% | 51 |
|
|
2021
Q1 | $7.72M | Sell |
48,990
-14,449
| -23% | -$2.28M | 1.01% | 23 |
|
|
2020
Q4 | $10.5M | Buy |
63,439
+3,758
| +6% | +$622K | 1.37% | 15 |
|
|
2020
Q3 | $9.87M | Buy |
59,681
+5,844
| +11% | +$966K | 1.56% | 11 |
|
|
2020
Q2 | $7.38M | Buy |
53,837
+22,931
| +74% | +$3.14M | 1.26% | 16 |
|
|
2020
Q1 | $3.64M | Buy |
30,906
+5,253
| +20% | +$618K | 0.79% | 40 |
|
|
2019
Q4 | $3.4M | Buy |
25,653
+1,690
| +7% | +$224K | 0.54% | 52 |
|
|
2019
Q3 | $2.99M | Buy |
23,963
+8,729
| +57% | +$1.09M | 0.51% | 50 |
|
|
2019
Q2 | $1.73M | Buy |
15,234
+6,795
| +81% | +$770K | 0.33% | 82 |
|
|
2019
Q1 | $850K | Hold |
8,439
| – | – | 0.17% | 126 |
|
|
2018
Q4 | $757K | Sell |
8,439
-79
| -0.9% | -$7.09K | 0.17% | 111 |
|
|
2018
Q3 | $780K | Buy |
8,518
+250
| +3% | +$22.9K | 0.18% | 110 |
|
|
2018
Q2 | $704K | Buy |
+8,268
| New | +$704K | 0.2% | 99 |
|