JFS Wealth Advisors’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86K | Sell |
105
-152
| -59% | -$2.7K | ﹤0.01% | 1408 |
|
|
2025
Q1 | $5.1K | Sell |
257
-75
| -23% | -$1.49K | ﹤0.01% | 1119 |
|
|
2024
Q4 | $6.49K | Buy |
332
+56
| +20% | +$1.1K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $6.84K | Buy |
276
+109
| +65% | +$2.7K | ﹤0.01% | 998 |
|
|
2024
Q2 | $3.47K | Buy |
167
+40
| +31% | +$830 | ﹤0.01% | 1216 |
|
|
2024
Q1 | $2.66K | Sell |
127
-32
| -20% | -$670 | ﹤0.01% | 1339 |
|
|
2023
Q4 | $3.38K | Buy |
159
+13
| +9% | +$277 | ﹤0.01% | 1217 |
|
|
2023
Q3 | $3.53K | Sell |
146
-56
| -28% | -$1.35K | ﹤0.01% | 1140 |
|
|
2023
Q2 | $5.07K | Buy |
202
+22
| +12% | +$552 | ﹤0.01% | 992 |
|
|
2023
Q1 | $5.16K | Buy |
180
+20
| +13% | +$573 | ﹤0.01% | 973 |
|
|
2022
Q4 | $4.3K | Sell |
160
-133
| -45% | -$3.57K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $7K | Buy |
293
+237
| +423% | +$5.66K | ﹤0.01% | 883 |
|
|
2022
Q2 | $2K | Sell |
56
-205
| -79% | -$7.32K | ﹤0.01% | 1419 |
|
|
2022
Q1 | $7K | Sell |
261
-267
| -51% | -$7.16K | ﹤0.01% | 940 |
|
|
2021
Q4 | $15K | Buy |
528
+56
| +12% | +$1.59K | ﹤0.01% | 626 |
|
|
2021
Q3 | $14K | Hold |
472
| – | – | ﹤0.01% | 598 |
|
|
2021
Q2 | $14K | Hold |
472
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $14K | Buy |
472
+373
| +377% | +$11.1K | ﹤0.01% | 388 |
|
|
2020
Q4 | $3K | Hold |
99
| – | – | ﹤0.01% | 520 |
|
|
2020
Q3 | $3K | Hold |
99
| – | – | ﹤0.01% | 495 |
|
|
2020
Q2 | $4K | Hold |
99
| – | – | ﹤0.01% | 456 |
|
|
2020
Q1 | $3K | Hold |
99
| – | – | ﹤0.01% | 423 |
|
|
2019
Q4 | $2K | Buy |
+99
| New | +$2K | ﹤0.01% | 468 |
|