Financial Counselors Inc’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 | – | Sell |
-10,435
| Closed | -$207K | – | 574 |
|
|
2025
Q1 | $207K | Sell |
10,435
-4,074
| -28% | -$80.8K | ﹤0.01% | 565 |
|
|
2024
Q4 | $284K | Buy |
14,509
+3,783
| +35% | +$74K | ﹤0.01% | 512 |
|
|
2024
Q3 | $266K | Buy |
10,726
+1,069
| +11% | +$26.5K | ﹤0.01% | 528 |
|
|
2024
Q2 | $200K | Sell |
9,657
-17
| -0.2% | -$353 | ﹤0.01% | 543 |
|
|
2024
Q1 | $203K | Sell |
9,674
-24
| -0.2% | -$503 | ﹤0.01% | 559 |
|
|
2023
Q4 | $206K | Buy |
9,698
+241
| +3% | +$5.13K | ﹤0.01% | 547 |
|
|
2023
Q3 | $229K | Sell |
9,457
-362
| -4% | -$8.75K | ﹤0.01% | 516 |
|
|
2023
Q2 | $246K | Hold |
9,819
| – | – | 0.01% | 457 |
|
|
2023
Q1 | $281K | Sell |
9,819
-1,909
| -16% | -$54.6K | 0.01% | 433 |
|
|
2022
Q4 | $315K | Hold |
11,728
| – | – | 0.01% | 424 |
|
|
2022
Q3 | $282K | Buy |
11,728
+1,759
| +18% | +$42.3K | 0.01% | 420 |
|
|
2022
Q2 | $274K | Hold |
9,969
| – | – | 0.01% | 436 |
|
|
2022
Q1 | $249K | Hold |
9,969
| – | – | 0.01% | 461 |
|
|
2021
Q4 | $281K | Hold |
9,969
| – | – | 0.01% | 437 |
|
|
2021
Q3 | $306K | Hold |
9,969
| – | – | 0.01% | 443 |
|
|
2021
Q2 | $303K | Sell |
9,969
-101
| -1% | -$3.07K | 0.01% | 451 |
|
|
2021
Q1 | $294K | Buy |
10,070
+2,272
| +29% | +$66.3K | 0.01% | 443 |
|
|
2020
Q4 | $227K | Sell |
7,798
-18
| -0.2% | -$524 | 0.01% | 493 |
|
|
2020
Q3 | $234K | Sell |
7,816
-5,302
| -40% | -$159K | 0.01% | 446 |
|
|
2020
Q2 | $482K | Sell |
13,118
-2,090
| -14% | -$76.8K | 0.02% | 365 |
|
|
2020
Q1 | $403K | Sell |
15,208
-53
| -0.3% | -$1.4K | 0.02% | 327 |
|
|
2019
Q4 | $356K | Buy |
15,261
+574
| +4% | +$13.4K | 0.01% | 388 |
|
|
2019
Q3 | $313K | Buy |
14,687
+586
| +4% | +$12.5K | 0.01% | 410 |
|
|
2019
Q2 | $270K | Sell |
14,101
-136
| -1% | -$2.6K | 0.01% | 428 |
|
|
2019
Q1 | $260K | Buy |
14,237
+386
| +3% | +$7.05K | 0.01% | 433 |
|
|
2018
Q4 | $219K | Buy |
13,851
+3,629
| +36% | +$57.4K | 0.01% | 418 |
|
|
2018
Q3 | $169K | Buy |
+10,222
| New | +$169K | 0.01% | 478 |
|