Regent Peak Wealth Advisors’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,242
| Closed | -$202K | – | 193 |
|
|
2024
Q4 | $202K | Sell |
1,242
-12
| -1% | -$1.96K | 0.05% | 170 |
|
|
2024
Q3 | $245K | Buy |
1,254
+74
| +6% | +$14.5K | 0.06% | 142 |
|
|
2024
Q2 | $205K | Sell |
1,180
-56
| -5% | -$9.71K | 0.05% | 161 |
|
|
2024
Q1 | $209K | Sell |
1,236
-85
| -6% | -$14.4K | 0.05% | 158 |
|
|
2023
Q4 | $261K | Sell |
1,321
-124
| -9% | -$24.5K | 0.07% | 126 |
|
|
2023
Q3 | $251K | Buy |
1,445
+11
| +0.8% | +$1.91K | 0.08% | 124 |
|
|
2023
Q2 | $247K | Sell |
1,434
-8
| -0.6% | -$1.38K | 0.07% | 124 |
|
|
2023
Q1 | $240K | Buy |
+1,442
| New | +$240K | 0.07% | 128 |
|
|
2022
Q4 | – | Sell |
-1,391
| Closed | -$206K | – | 167 |
|
|
2022
Q3 | $206K | Sell |
1,391
-122
| -8% | -$18.1K | 0.07% | 144 |
|
|
2022
Q2 | $260K | Buy |
1,513
+89
| +6% | +$15.3K | 0.08% | 126 |
|
|
2022
Q1 | $269K | Sell |
1,424
-8
| -0.6% | -$1.51K | 0.08% | 134 |
|
|
2021
Q4 | $349K | Buy |
1,432
+22
| +2% | +$5.36K | 0.09% | 118 |
|
|
2021
Q3 | $274K | Buy |
1,410
+21
| +2% | +$4.08K | 0.08% | 137 |
|
|
2021
Q2 | $282K | Buy |
+1,389
| New | +$282K | 0.08% | 134 |
|
|
2021
Q1 | – | Sell |
-1,211
| Closed | -$200K | – | 1041 |
|
|
2020
Q4 | $200K | Buy |
+1,211
| New | +$200K | 0.07% | 140 |
|