EverSource Wealth Advisors’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.9K | Buy |
3,489
+2,127
| +156% | +$37.8K | ﹤0.01% | 1481 |
|
|
2025
Q1 | $27K | Buy |
1,362
+329
| +32% | +$6.53K | ﹤0.01% | 1531 |
|
|
2024
Q4 | $20.2K | Sell |
1,033
-332
| -24% | -$6.49K | ﹤0.01% | 1618 |
|
|
2024
Q3 | $33.8K | Buy |
1,365
+291
| +27% | +$7.21K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $20.4K | Buy |
1,074
+163
| +18% | +$3.09K | ﹤0.01% | 1497 |
|
|
2024
Q1 | $19.1K | Buy |
911
+887
| +3,696% | +$18.6K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $511 | Sell |
24
-43
| -64% | -$916 | ﹤0.01% | 2519 |
|
|
2023
Q3 | $1.62K | Buy |
67
+16
| +31% | +$387 | ﹤0.01% | 2077 |
|
|
2023
Q2 | $1.28K | Sell |
51
-44
| -46% | -$1.1K | ﹤0.01% | 2145 |
|
|
2023
Q1 | $2.72K | Buy |
+95
| New | +$2.72K | ﹤0.01% | 1840 |
|
|
2022
Q1 | – | Sell |
-84
| Closed | -$2K | – | 1876 |
|
|
2021
Q4 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 1646 |
|