RSWM
Robertson Stephens Wealth Management’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,350
| Closed | -$222K | – | 585 |
|
|
2025
Q1 | $222K | Sell |
1,350
-71
| -5% | -$11.7K | 0.01% | 504 |
|
|
2024
Q4 | $232K | Sell |
1,421
-3,744
| -72% | -$610K | 0.01% | 520 |
|
|
2024
Q3 | $1.01M | Sell |
5,165
-313
| -6% | -$61.2K | 0.04% | 278 |
|
|
2024
Q2 | $950K | Buy |
5,478
+1,221
| +29% | +$212K | 0.05% | 233 |
|
|
2024
Q1 | $720K | Buy |
+4,257
| New | +$720K | 0.04% | 279 |
|
|
2022
Q2 | – | Sell |
-1,347
| Closed | -$254K | – | 416 |
|
|
2022
Q1 | $254K | Buy |
1,347
+399
| +42% | +$75.2K | 0.02% | 341 |
|
|
2021
Q4 | $231K | Buy |
+948
| New | +$231K | 0.02% | 362 |
|
|
2020
Q4 | – | Sell |
-2,712
| Closed | -$448K | – | 263 |
|
|
2020
Q3 | $448K | Buy |
+2,712
| New | +$448K | 0.11% | 145 |
|