PPWM
PFG Private Wealth Management’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,099
| Closed | -$181K | – | 259 |
|
|
2025
Q1 | $181K | Buy |
+1,099
| New | +$181K | 0.1% | 59 |
|
|
2024
Q2 | – | Sell |
-877
| Closed | -$148K | – | 250 |
|
|
2024
Q1 | $148K | Sell |
877
-7
| -0.8% | -$1.18K | 0.09% | 66 |
|
|
2023
Q4 | $174K | Buy |
884
+715
| +423% | +$141K | 0.12% | 50 |
|
|
2023
Q3 | $29.4K | Sell |
169
-356
| -68% | -$61.9K | 0.02% | 146 |
|
|
2023
Q2 | $90.4K | Hold |
525
| – | – | 0.05% | 119 |
|
|
2023
Q1 | $87.4K | Buy |
525
+29
| +6% | +$4.83K | 0.06% | 120 |
|
|
2022
Q4 | $73K | Hold |
496
| – | – | 0.05% | 115 |
|
|
2022
Q3 | $74K | Buy |
496
+17
| +4% | +$2.54K | 0.05% | 116 |
|
|
2022
Q2 | $82K | Buy |
+479
| New | +$82K | 0.05% | 128 |
|
|
2022
Q1 | – | Sell |
-465
| Closed | -$113K | – | 362 |
|
|
2021
Q4 | $113K | Buy |
465
+32
| +7% | +$7.78K | 0.06% | 78 |
|
|
2021
Q3 | $84K | Buy |
+433
| New | +$84K | 0.05% | 97 |
|