LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
29,637
-345
| -1% | -$53.8K | 0.04% | 91 |
|
|
2025
Q1 | $4.52M | Sell |
29,982
-2,410
| -7% | -$364K | 0.04% | 89 |
|
|
2024
Q4 | $5.6M | Sell |
32,392
-85
| -0.3% | -$14.7K | 0.05% | 92 |
|
|
2024
Q3 | $5.89M | Sell |
32,477
-34
| -0.1% | -$6.17K | 0.05% | 91 |
|
|
2024
Q2 | $5.95M | Buy |
32,511
+906
| +3% | +$166K | 0.05% | 83 |
|
|
2024
Q1 | $4.6M | Buy |
31,605
+2,626
| +9% | +$382K | 0.05% | 85 |
|
|
2023
Q4 | $5.44M | Sell |
28,979
-318
| -1% | -$59.7K | 0.05% | 80 |
|
|
2023
Q3 | $4.71M | Sell |
29,297
-29
| -0.1% | -$4.67K | 0.05% | 80 |
|
|
2023
Q2 | $5.05M | Buy |
29,326
+871
| +3% | +$150K | 0.05% | 81 |
|
|
2023
Q1 | $4.74M | Buy |
28,455
+280
| +1% | +$46.6K | 0.05% | 84 |
|
|
2022
Q4 | $4.13M | Sell |
28,175
-405
| -1% | -$59.4K | 0.05% | 87 |
|
|
2022
Q3 | $4.24M | Hold |
28,580
| – | – | 0.06% | 84 |
|
|
2022
Q2 | $4.91M | Buy |
28,580
+1,084
| +4% | +$186K | 0.06% | 82 |
|
|
2022
Q1 | $5.19M | Buy |
27,496
+648
| +2% | +$122K | 0.05% | 89 |
|
|
2021
Q4 | $6.55M | Buy |
26,848
+376
| +1% | +$91.8K | 0.06% | 85 |
|
|
2021
Q3 | $5.14M | Buy |
26,472
+194
| +0.7% | +$37.7K | 0.05% | 88 |
|
|
2021
Q2 | $4.9M | Buy |
26,278
+1,381
| +6% | +$257K | 0.05% | 89 |
|
|
2021
Q1 | $3.92M | Buy |
24,897
+1,409
| +6% | +$222K | 0.04% | 94 |
|
|
2020
Q4 | $3.89M | Buy |
23,488
+153
| +0.7% | +$25.3K | 0.04% | 94 |
|
|
2020
Q3 | $3.86M | Buy |
23,335
+1,046
| +5% | +$173K | 0.05% | 88 |
|
|
2020
Q2 | $3.05M | Buy |
22,289
+4,873
| +28% | +$668K | 0.04% | 97 |
|
|
2020
Q1 | $2.05M | Buy |
17,416
+915
| +6% | +$108K | 0.03% | 101 |
|
|
2019
Q4 | $2.18M | Buy |
16,501
+3,502
| +27% | +$464K | 0.03% | 113 |
|
|
2019
Q3 | $1.62M | Sell |
12,999
-159
| -1% | -$19.8K | 0.02% | 125 |
|
|
2019
Q2 | $1.49M | Buy |
13,158
+4,207
| +47% | +$477K | 0.02% | 131 |
|
|
2019
Q1 | $901K | Hold |
8,951
| – | – | 0.01% | 160 |
|
|
2018
Q4 | $766K | Buy |
8,951
+2,123
| +31% | +$182K | 0.01% | 168 |
|
|
2018
Q3 | $625K | Buy |
6,828
+255
| +4% | +$23.3K | 0.01% | 190 |
|
|
2018
Q2 | $560K | Buy |
6,573
+400
| +6% | +$34.1K | 0.01% | 194 |
|
|
2018
Q1 | $516K | Hold |
6,173
| – | – | 0.01% | 198 |
|
|
2017
Q4 | $445K | Buy |
6,173
+935
| +18% | +$67.4K | 0.01% | 209 |
|
|
2017
Q3 | $334K | Buy |
5,238
+2,585
| +97% | +$165K | 0.01% | 230 |
|
|
2017
Q2 | $166K | Hold |
2,653
| – | – | ﹤0.01% | 290 |
|
|
2017
Q1 | $142K | Hold |
2,653
| – | – | ﹤0.01% | 310 |
|
|
2016
Q4 | $142K | Sell |
2,653
-762
| -22% | -$40.8K | ﹤0.01% | 304 |
|
|
2016
Q3 | $178K | Hold |
3,415
| – | – | ﹤0.01% | 273 |
|
|
2016
Q2 | $162K | Hold |
3,415
| – | – | ﹤0.01% | 276 |
|
|
2016
Q1 | $151K | Hold |
3,415
| – | – | ﹤0.01% | 269 |
|
|
2015
Q4 | $164K | Buy |
3,415
+373
| +12% | +$17.9K | ﹤0.01% | 282 |
|
|
2015
Q3 | $147K | Hold |
3,042
| – | – | ﹤0.01% | 311 |
|
|
2015
Q2 | $147K | Hold |
3,042
| – | – | ﹤0.01% | 311 |
|
|
2015
Q1 | $141K | Hold |
3,042
| – | – | ﹤0.01% | 326 |
|
|
2014
Q4 | $131K | Sell |
3,042
-2,734
| -47% | -$118K | ﹤0.01% | 327 |
|
|
2014
Q3 | $213K | Hold |
5,776
| – | – | 0.01% | 258 |
|
|
2014
Q2 | $186K | Hold |
5,776
| – | – | 0.01% | 285 |
|
|
2014
Q1 | $167K | Hold |
5,776
| – | – | ﹤0.01% | 280 |
|
|
2013
Q4 | $189K | Buy |
5,776
+245
| +4% | +$8.02K | 0.01% | 263 |
|
|
2013
Q3 | $172K | Sell |
5,531
-4
| -0.1% | -$124 | 0.01% | 256 |
|
|
2013
Q2 | $171K | Buy |
+5,535
| New | +$171K | 0.01% | 268 |
|