Heritage Family Offices’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	$382K	Hold	11,575	–	–	0.19%	110
2025 Q1	$382K	Buy	11,575 +517	+5%	+$17.1K	0.2%	109
2024 Q4	$412K	Sell	11,058 -437	-4%	-$16.3K	0.21%	99
2024 Q3	$413K	Sell	11,495 -105	-0.9%	-$3.77K	0.21%	98
2024 Q2	$341K	Buy	+11,600	New	+$341K	0.19%	104