Keudell/Morrison Wealth Management’s Zoetis ZTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
2,358
+16
+0.7% +$2.5K 0.08% 150
2025
Q1
$386K Buy
2,342
+891
+61% +$147K 0.09% 133
2024
Q4
$236K Sell
1,451
-125
-8% -$20.4K 0.06% 187
2024
Q3
$308K Buy
1,576
+86
+6% +$16.8K 0.08% 158
2024
Q2
$258K Sell
1,490
-108
-7% -$18.7K 0.08% 173
2024
Q1
$270K Buy
1,598
+296
+23% +$50.1K 0.08% 168
2023
Q4
$257K Sell
1,302
-6
-0.5% -$1.18K 0.08% 166
2023
Q3
$228K Sell
1,308
-154
-11% -$26.8K 0.07% 166
2023
Q2
$252K Buy
1,462
+4
+0.3% +$689 0.07% 162
2023
Q1
$243K Sell
1,458
-91
-6% -$15.1K 0.07% 162
2022
Q4
$227K Sell
1,549
-193
-11% -$28.3K 0.07% 168
2022
Q3
$258K Sell
1,742
-678
-28% -$100K 0.1% 151
2022
Q2
$416K Sell
2,420
-2,788
-54% -$479K 0.15% 106
2022
Q1
$982K Buy
5,208
+1,840
+55% +$347K 0.41% 62
2021
Q4
$822K Sell
3,368
-206
-6% -$50.3K 0.32% 68
2021
Q3
$694K Sell
3,574
-489
-12% -$95K 0.3% 80
2021
Q2
$757K Sell
4,063
-541
-12% -$101K 0.41% 73
2021
Q1
$725K Sell
4,604
-459
-9% -$72.3K 0.42% 72
2020
Q4
$838K Sell
5,063
-30
-0.6% -$4.97K 0.53% 62
2020
Q3
$842K Sell
5,093
-5,322
-51% -$880K 0.54% 58
2020
Q2
$1.44M Buy
10,415
+5,425
+109% +$748K 1.19% 23
2020
Q1
$587K Sell
4,990
-795
-14% -$93.5K 0.57% 65
2019
Q4
$766K Sell
5,785
-332
-5% -$44K 0.53% 61
2019
Q3
$762K Buy
6,117
+27
+0.4% +$3.36K 0.63% 58
2019
Q2
$736K Sell
6,090
-218
-3% -$26.3K 0.64% 55
2019
Q1
$635K Buy
+6,308
New +$635K 0.56% 62