SVWAG
Sound View Wealth Advisors Group’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
8,996
+308
| +4% | +$48K | 0.1% | 155 |
|
|
2025
Q1 | $1.43M | Sell |
8,688
-216
| -2% | -$35.6K | 0.12% | 144 |
|
|
2024
Q4 | $1.45M | Sell |
8,904
-6,773
| -43% | -$1.1M | 0.12% | 147 |
|
|
2024
Q3 | $3.06M | Buy |
15,677
+3,096
| +25% | +$605K | 0.25% | 91 |
|
|
2024
Q2 | $2.18M | Buy |
12,581
+1,351
| +12% | +$234K | 0.22% | 105 |
|
|
2024
Q1 | $1.9M | Buy |
11,230
+2,838
| +34% | +$480K | 0.2% | 114 |
|
|
2023
Q4 | $1.66M | Buy |
8,392
+243
| +3% | +$48K | 0.18% | 122 |
|
|
2023
Q3 | $1.42M | Buy |
8,149
+619
| +8% | +$108K | 0.18% | 118 |
|
|
2023
Q2 | $1.3M | Buy |
7,530
+143
| +2% | +$24.6K | 0.17% | 120 |
|
|
2023
Q1 | $1.23M | Sell |
7,387
-1,005
| -12% | -$167K | 0.17% | 123 |
|
|
2022
Q4 | $1.66M | Buy |
8,392
+4,313
| +106% | +$851K | 0.18% | 122 |
|
|
2022
Q3 | $605K | Sell |
4,079
-228
| -5% | -$33.8K | 0.14% | 140 |
|
|
2022
Q2 | $740K | Buy |
4,307
+199
| +5% | +$34.2K | 0.15% | 128 |
|
|
2022
Q1 | $775K | Sell |
4,108
-734
| -15% | -$138K | 0.15% | 136 |
|
|
2021
Q4 | $1.18M | Buy |
4,842
+127
| +3% | +$31K | 0.22% | 109 |
|
|
2021
Q3 | $915K | Sell |
4,715
-85
| -2% | -$16.5K | 0.19% | 120 |
|
|
2021
Q2 | $895K | Buy |
4,800
+139
| +3% | +$25.9K | 0.19% | 119 |
|
|
2021
Q1 | $734K | Buy |
4,661
+647
| +16% | +$102K | 0.17% | 125 |
|
|
2020
Q4 | $664K | Sell |
4,014
-29
| -0.7% | -$4.8K | 0.16% | 129 |
|
|
2020
Q3 | $669K | Buy |
4,043
+60
| +2% | +$9.93K | 0.18% | 123 |
|
|
2020
Q2 | $546K | Buy |
3,983
+654
| +20% | +$89.7K | 0.15% | 125 |
|
|
2020
Q1 | $392K | Sell |
3,329
-182
| -5% | -$21.4K | 0.14% | 138 |
|
|
2019
Q4 | $465K | Buy |
3,511
+253
| +8% | +$33.5K | 0.13% | 143 |
|
|
2019
Q3 | $406K | Buy |
3,258
+10
| +0.3% | +$1.25K | 0.12% | 159 |
|
|
2019
Q2 | $369K | Buy |
+3,248
| New | +$369K | 0.11% | 167 |
|