MGWM
Marks Group Wealth Management’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,629
| Closed | -$2.36M | – | 307 |
|
|
2024
Q2 | $2.36M | Buy |
13,629
+533
| +4% | +$92.4K | 0.25% | 108 |
|
|
2024
Q1 | $2.22M | Buy |
13,096
+453
| +4% | +$76.7K | 0.23% | 112 |
|
|
2023
Q4 | $2.5M | Buy |
12,643
+167
| +1% | +$33K | 0.28% | 101 |
|
|
2023
Q3 | $2.17M | Sell |
12,476
-186
| -1% | -$32.4K | 0.27% | 111 |
|
|
2023
Q2 | $2.18M | Sell |
12,662
-117
| -0.9% | -$20.1K | 0.26% | 119 |
|
|
2023
Q1 | $2.13M | Sell |
12,779
-131
| -1% | -$21.8K | 0.27% | 114 |
|
|
2022
Q4 | $1.89M | Sell |
12,910
-20,216
| -61% | -$2.96M | 0.26% | 116 |
|
|
2022
Q3 | $4.91M | Buy |
33,126
+916
| +3% | +$136K | 0.75% | 57 |
|
|
2022
Q2 | $5.54M | Buy |
32,210
+985
| +3% | +$169K | 0.8% | 55 |
|
|
2022
Q1 | $5.89M | Buy |
31,225
+2,298
| +8% | +$433K | 0.74% | 55 |
|
|
2021
Q4 | $7.06M | Buy |
28,927
+220
| +0.8% | +$53.7K | 0.86% | 25 |
|
|
2021
Q3 | $5.58M | Sell |
28,707
-45
| -0.2% | -$8.74K | 0.75% | 53 |
|
|
2021
Q2 | $5.36M | Buy |
28,752
+367
| +1% | +$68.4K | 0.74% | 66 |
|
|
2021
Q1 | $4.48M | Buy |
28,385
+1,532
| +6% | +$242K | 0.66% | 71 |
|
|
2020
Q4 | $4.44M | Buy |
26,853
+1,373
| +5% | +$227K | 0.69% | 63 |
|
|
2020
Q3 | $4.21M | Buy |
25,480
+987
| +4% | +$163K | 0.76% | 61 |
|
|
2020
Q2 | $3.36M | Buy |
24,493
+552
| +2% | +$75.7K | 0.68% | 70 |
|
|
2020
Q1 | $2.81M | Buy |
23,941
+758
| +3% | +$88.9K | 0.73% | 67 |
|
|
2019
Q4 | $3.07M | Buy |
+23,183
| New | +$3.07M | 0.6% | 73 |
|