FWA
FSM Wealth Advisors’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,243
| Closed | -$243K | – | 208 |
|
|
2024
Q3 | $243K | Buy |
+1,243
| New | +$243K | 0.06% | 153 |
|
|
2024
Q2 | – | Sell |
-1,445
| Closed | -$244K | – | 170 |
|
|
2024
Q1 | $244K | Buy |
1,445
+47
| +3% | +$7.95K | 0.09% | 139 |
|
|
2023
Q4 | $276K | Sell |
1,398
-646
| -32% | -$128K | 0.12% | 122 |
|
|
2023
Q3 | $356K | Sell |
2,044
-183
| -8% | -$31.8K | 0.18% | 98 |
|
|
2023
Q2 | $379K | Buy |
+2,227
| New | +$379K | 0.19% | 100 |
|