Heritage Wealth Advisors’s Zoetis ZTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Hold
4,530
0.03% 105
2025
Q1
$746K Sell
4,530
-1,739
-28% -$286K 0.04% 96
2024
Q4
$1.02M Sell
6,269
-374
-6% -$60.9K 0.05% 84
2024
Q3
$1.3M Buy
6,643
+47
+0.7% +$9.18K 0.06% 73
2024
Q2
$1.14M Sell
6,596
-318
-5% -$55.1K 0.05% 77
2024
Q1
$1.17M Hold
6,914
0.05% 78
2023
Q4
$1.36M Sell
6,914
-84
-1% -$16.6K 0.07% 69
2023
Q3
$1.22M Sell
6,998
-64
-0.9% -$11.1K 0.07% 69
2023
Q2
$1.22M Buy
7,062
+16
+0.2% +$2.76K 0.06% 74
2023
Q1
$1.17M Sell
7,046
-84
-1% -$14K 0.07% 74
2022
Q4
$1.04M Sell
7,130
-338
-5% -$49.5K 0.06% 80
2022
Q3
$1.11M Buy
7,468
+1,957
+36% +$290K 0.08% 70
2022
Q2
$947K Buy
5,511
+772
+16% +$133K 0.07% 82
2022
Q1
$894K Sell
4,739
-167
-3% -$31.5K 0.05% 92
2021
Q4
$1.2M Hold
4,906
0.07% 81
2021
Q3
$952K Hold
4,906
0.06% 90
2021
Q2
$914K Sell
4,906
-4,180
-46% -$779K 0.06% 89
2021
Q1
$1.43M Buy
9,086
+45
+0.5% +$7.09K 0.09% 68
2020
Q4
$1.5M Buy
9,041
+8,200
+975% +$1.36M 0.09% 70
2020
Q3
$139K Hold
841
0.02% 174
2020
Q2
$115K Hold
841
0.02% 191
2020
Q1
$99K Sell
841
-13
-2% -$1.53K 0.02% 191
2019
Q4
$113K Buy
854
+181
+27% +$24K 0.01% 220
2019
Q3
$83K Buy
673
+33
+5% +$4.07K 0.01% 229
2019
Q2
$76.4K Sell
640
-33
-5% -$3.94K 0.01% 220
2019
Q1
$67.8K Hold
673
0.01% 208
2018
Q4
$57K Sell
673
-280
-29% -$23.7K 0.01% 187
2018
Q3
$87K Buy
+953
New +$87K 0.02% 166