IFWM
Institute for Wealth Management’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
1,761
-262
| -13% | -$40.9K | 0.03% | 452 |
|
|
2025
Q1 | $333K | Hold |
2,023
| – | – | 0.04% | 388 |
|
|
2024
Q4 | $330K | Sell |
2,023
-1,949
| -49% | -$318K | 0.04% | 375 |
|
|
2024
Q3 | $776K | Buy |
3,972
+1,358
| +52% | +$265K | 0.1% | 217 |
|
|
2024
Q2 | $453K | Buy |
2,614
+129
| +5% | +$22.4K | 0.06% | 301 |
|
|
2024
Q1 | $420K | Sell |
2,485
-76
| -3% | -$12.9K | 0.05% | 314 |
|
|
2023
Q4 | $505K | Sell |
2,561
-6
| -0.2% | -$1.18K | 0.08% | 262 |
|
|
2023
Q3 | $447K | Sell |
2,567
-17
| -0.7% | -$2.96K | 0.08% | 273 |
|
|
2023
Q2 | $445K | Sell |
2,584
-253
| -9% | -$43.6K | 0.08% | 279 |
|
|
2023
Q1 | $472K | Sell |
2,837
-21
| -0.7% | -$3.5K | 0.09% | 267 |
|
|
2022
Q4 | $419K | Sell |
2,858
-819
| -22% | -$120K | 0.09% | 283 |
|
|
2022
Q3 | $545K | Buy |
3,677
+72
| +2% | +$10.7K | 0.12% | 219 |
|
|
2022
Q2 | $620K | Hold |
3,605
| – | – | 0.12% | 214 |
|
|
2022
Q1 | $680K | Buy |
3,605
+202
| +6% | +$38.1K | 0.11% | 226 |
|
|
2021
Q4 | $830K | Buy |
3,403
+41
| +1% | +$10K | 0.14% | 186 |
|
|
2021
Q3 | $653K | Hold |
3,362
| – | – | 0.11% | 216 |
|
|
2021
Q2 | $627K | Buy |
3,362
+149
| +5% | +$27.8K | 0.11% | 226 |
|
|
2021
Q1 | $506K | Sell |
3,213
-368
| -10% | -$58K | 0.1% | 257 |
|
|
2020
Q4 | $593K | Buy |
3,581
+683
| +24% | +$113K | 0.12% | 208 |
|
|
2020
Q3 | $479K | Buy |
2,898
+856
| +42% | +$141K | 0.11% | 233 |
|
|
2020
Q2 | $280K | Buy |
2,042
+180
| +10% | +$24.7K | 0.07% | 332 |
|
|
2020
Q1 | $219K | Hold |
1,862
| – | – | 0.07% | 349 |
|
|
2019
Q4 | $246K | Buy |
+1,862
| New | +$246K | 0.06% | 385 |
|
|
2018
Q1 | – | Sell |
-13,877
| Closed | -$997K | – | 403 |
|
|
2017
Q4 | $997K | Buy |
+13,877
| New | +$997K | 0.23% | 130 |
|