SWA
SFMG Wealth Advisors’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
21,881
+1,531
| +8% | +$239K | 0.26% | 53 |
|
|
2025
Q1 | $3.35M | Buy |
+20,350
| New | +$3.35M | 0.26% | 48 |
|
|
2024
Q4 | – | Sell |
-1,164
| Closed | -$227K | – | 289 |
|
|
2024
Q3 | $227K | Sell |
1,164
-68
| -6% | -$13.3K | 0.02% | 229 |
|
|
2024
Q2 | $214K | Sell |
1,232
-146
| -11% | -$25.3K | 0.02% | 236 |
|
|
2024
Q1 | $233K | Buy |
1,378
+22
| +2% | +$3.72K | 0.02% | 225 |
|
|
2023
Q4 | $268K | Buy |
+1,356
| New | +$268K | 0.02% | 201 |
|