Heritage Wealth Management (Arizona)’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $934K | Buy |
5,388
+2,128
| +65% | +$369K | 0.52% | 44 |
|
|
2024
Q1 | $552K | Sell |
3,260
-20
| -0.6% | -$3.38K | 0.28% | 76 |
|
|
2023
Q4 | $647K | Buy |
+3,280
| New | +$647K | 0.35% | 65 |
|
|
2022
Q4 | $9.09K | Buy |
62
+31
| +100% | +$4.54K | ﹤0.01% | 788 |
|
|
2022
Q3 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 767 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$3K | – | 1071 |
|
|
2022
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 878 |
|
|
2021
Q2 | – | Sell |
-260
| Closed | -$41K | – | 935 |
|
|
2021
Q1 | $41K | Buy |
+260
| New | +$41K | 0.02% | 408 |
|