Physician Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Buy	22,464 +8,697	+63%	+$512K	0.18%	64
2025 Q4	$806K	Sell	13,767 -85	-0.6%	-$4.63K	0.11%	77
2025 Q3	$784K	Buy	13,852 +3	+0%	+$167	0.11%	77
2025 Q2	$719K	Buy	13,849 +90	+0.7%	+$4.22K	0.11%	80
2025 Q1	$686K	Buy	13,759 +44	+0.3%	+$2.37K	0.12%	81
2024 Q4	$744K	Buy	13,715 +33	+0.2%	+$1.81K	0.13%	80
2024 Q3	$691K	Buy	13,682 +40	+0.3%	+$1.89K	0.12%	78
2024 Q2	$685K	Buy	13,642 +659	+5%	+$27.8K	0.13%	80
2024 Q1	$513K	Sell	12,983 -476	-4%	-$19.6K	0.11%	89
2023 Q4	$583K	Buy	13,459 +150	+1%	+$5.42K	0.13%	80
2023 Q3	$452K	Sell	13,309 -964	-7%	-$33.6K	0.12%	82
2023 Q2	$402K	Buy	14,273 +575	+4%	+$15.9K	0.1%	90
2023 Q1	$448K	Buy	13,698 +4,163	+44%	+$191K	0.12%	84
2022 Q4	$494K	Sell	9,535 -88	-0.9%	-$4.4K	0.13%	78
2022 Q3	$515K	Buy	9,623 +6	+0.1%	+$328	0.16%	69
2022 Q2	$519K	Sell	9,617 -435	-4%	-$24.7K	0.15%	74
2022 Q1	$598K	Buy	10,052 +376	+4%	+$25.7K	0.16%	74
2021 Q4	$678K	Sell	9,676 -269	-3%	-$17.2K	0.18%	67
2021 Q3	$618K	Buy	9,945 +106	+1%	+$5.82K	0.17%	75
2021 Q2	$495K	Buy	9,839 +5	+0.1%	+$280	0.14%	84
2021 Q1	$544K	Buy	9,834 +5	+0.1%	+$257	0.18%	76
2020 Q4	$492K	Buy	9,829 +799	+9%	+$29.5K	0.17%	79
2020 Q3	$300K	Buy	9,030 +8	+0.1%	+$258	0.12%	98
2020 Q2	$313K	Buy	+9,022	New	+$286K	0.13%	99
2020 Q1	–	Sell	-4,408	Closed	-$225K	–	130
2019 Q4	$225K	Buy	+4,408	New	+$214K	0.1%	106