Mount Yale Investment Advisors’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
6,543
+2,106
| +47% | +$328K | 0.08% | 201 |
|
|
2025
Q1 | $731K | Sell |
4,437
-4
| -0.1% | -$659 | 0.06% | 248 |
|
|
2024
Q4 | $724K | Sell |
4,441
-62
| -1% | -$10.1K | 0.06% | 265 |
|
|
2024
Q3 | $880K | Buy |
4,503
+137
| +3% | +$26.8K | 0.08% | 220 |
|
|
2024
Q2 | $757K | Buy |
4,366
+493
| +13% | +$85.5K | 0.06% | 258 |
|
|
2024
Q1 | $655K | Sell |
3,873
-105
| -3% | -$17.8K | 0.05% | 301 |
|
|
2023
Q4 | $785K | Sell |
3,978
-76
| -2% | -$15K | 0.07% | 240 |
|
|
2023
Q3 | $705K | Buy |
4,054
+11
| +0.3% | +$1.91K | 0.08% | 246 |
|
|
2023
Q2 | $696K | Sell |
4,043
-2,309
| -36% | -$398K | 0.07% | 259 |
|
|
2023
Q1 | $1.06M | Sell |
6,352
-2,198
| -26% | -$366K | 0.12% | 171 |
|
|
2022
Q4 | $1.25M | Buy |
8,550
+1,471
| +21% | +$216K | 0.14% | 150 |
|
|
2022
Q3 | $1.05M | Sell |
7,079
-49
| -0.7% | -$7.27K | 0.14% | 157 |
|
|
2022
Q2 | $1.23M | Sell |
7,128
-438
| -6% | -$75.3K | 0.15% | 150 |
|
|
2022
Q1 | $1.43M | Sell |
7,566
-781
| -9% | -$147K | 0.16% | 145 |
|
|
2021
Q4 | $2.04M | Sell |
8,347
-202
| -2% | -$49.3K | 0.21% | 114 |
|
|
2021
Q3 | $1.66M | Sell |
8,549
-822
| -9% | -$160K | 0.19% | 123 |
|
|
2021
Q2 | $1.75M | Sell |
9,371
-501
| -5% | -$93.3K | 0.21% | 103 |
|
|
2021
Q1 | $1.56M | Sell |
9,872
-779
| -7% | -$123K | 0.2% | 108 |
|
|
2020
Q4 | $1.76M | Sell |
10,651
-73
| -0.7% | -$12.1K | 0.25% | 94 |
|
|
2020
Q3 | $1.77M | Sell |
10,724
-641
| -6% | -$106K | 0.25% | 91 |
|
|
2020
Q2 | $1.56M | Sell |
11,365
-1,644
| -13% | -$225K | 0.28% | 88 |
|
|
2020
Q1 | $1.53M | Sell |
13,009
-144
| -1% | -$16.9K | 0.35% | 72 |
|
|
2019
Q4 | $1.77M | Sell |
13,153
-1,987
| -13% | -$267K | 0.31% | 82 |
|
|
2019
Q3 | $1.77M | Sell |
15,140
-836
| -5% | -$98K | 0.32% | 80 |
|
|
2019
Q2 | $1.93M | Sell |
15,976
-118
| -0.7% | -$14.3K | 0.36% | 65 |
|
|
2019
Q1 | $1.62M | Sell |
16,094
-4
| -0% | -$403 | 0.3% | 78 |
|
|
2018
Q4 | $1.39M | Buy |
16,098
+15,588
| +3,056% | +$1.34M | 0.28% | 90 |
|
|
2018
Q3 | $49K | Hold |
510
| – | – | 0.01% | 602 |
|
|
2018
Q2 | $43K | Hold |
510
| – | – | 0.01% | 657 |
|
|
2018
Q1 | $43K | Buy |
+510
| New | +$43K | 0.01% | 638 |
|