Heritage Wealth Management (Ohio)’s Zoetis ZTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Sell	2,529 -635	-20%	-$99K	0.13%	165
2025 Q1	$521K	Sell	3,164 -400	-11%	-$65.9K	0.18%	128
2024 Q4	$581K	Hold	3,564	–	–	0.19%	122
2024 Q3	$696K	Sell	3,564 -1	-0%	-$195	0.23%	114
2024 Q2	$624K	Buy	+3,565	New	+$624K	0.21%	114