Physician Wealth Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
13,849
+90
| +0.7% | +$4.68K | 0.11% | 80 |
|
|
2025
Q1 | $686K | Buy |
13,759
+44
| +0.3% | +$2.19K | 0.12% | 81 |
|
|
2024
Q4 | $744K | Buy |
13,715
+33
| +0.2% | +$1.79K | 0.13% | 80 |
|
|
2024
Q3 | $691K | Buy |
13,682
+40
| +0.3% | +$2.02K | 0.12% | 78 |
|
|
2024
Q2 | $685K | Buy |
13,642
+659
| +5% | +$33.1K | 0.13% | 80 |
|
|
2024
Q1 | $513K | Sell |
12,983
-476
| -4% | -$18.8K | 0.11% | 89 |
|
|
2023
Q4 | $583K | Buy |
13,459
+150
| +1% | +$6.5K | 0.13% | 80 |
|
|
2023
Q3 | $452K | Sell |
13,309
-964
| -7% | -$32.7K | 0.12% | 82 |
|
|
2023
Q2 | $402K | Buy |
14,273
+575
| +4% | +$16.2K | 0.1% | 90 |
|
|
2023
Q1 | $448K | Buy |
13,698
+4,163
| +44% | +$136K | 0.12% | 84 |
|
|
2022
Q4 | $494K | Sell |
9,535
-88
| -0.9% | -$4.56K | 0.13% | 78 |
|
|
2022
Q3 | $515K | Buy |
9,623
+6
| +0.1% | +$321 | 0.16% | 69 |
|
|
2022
Q2 | $519K | Sell |
9,617
-435
| -4% | -$23.5K | 0.15% | 74 |
|
|
2022
Q1 | $598K | Buy |
10,052
+376
| +4% | +$22.4K | 0.16% | 74 |
|
|
2021
Q4 | $678K | Sell |
9,676
-269
| -3% | -$18.8K | 0.18% | 67 |
|
|
2021
Q3 | $618K | Buy |
9,945
+106
| +1% | +$6.59K | 0.17% | 75 |
|
|
2021
Q2 | $495K | Buy |
9,839
+5
| +0.1% | +$252 | 0.14% | 84 |
|
|
2021
Q1 | $544K | Buy |
9,834
+5
| +0.1% | +$277 | 0.18% | 76 |
|
|
2020
Q4 | $492K | Buy |
9,829
+799
| +9% | +$40K | 0.17% | 79 |
|
|
2020
Q3 | $300K | Buy |
9,030
+8
| +0.1% | +$266 | 0.12% | 98 |
|
|
2020
Q2 | $313K | Buy |
+9,022
| New | +$313K | 0.13% | 99 |
|
|
2020
Q1 | – | Sell |
-4,408
| Closed | -$225K | – | 130 |
|
|
2019
Q4 | $225K | Buy |
+4,408
| New | +$225K | 0.1% | 106 |
|