Steward Partners Investment Advisory’s Zurn Elkay Water Solutions ZWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $90.8K | Sell |
2,025
-1,031
| -34% | -$49.3K | ﹤0.01% | 2430 |
|
|
2025
Q4 | $142K | Buy |
3,056
+1,364
| +81% | +$64K | ﹤0.01% | 2103 |
|
|
2025
Q3 | $79.6K | Buy |
1,692
+1,609
| +1,939% | +$69.5K | ﹤0.01% | 2362 |
|
|
2025
Q2 | $3.04K | Buy |
83
+47
| +131% | +$1.62K | ﹤0.01% | 3637 |
|
|
2025
Q1 | $1.19K | Sell |
36
-48
| -57% | -$1.73K | ﹤0.01% | 3742 |
|
|
2024
Q4 | $3.13K | Sell |
84
-76
| -48% | -$2.9K | ﹤0.01% | 3509 |
|
|
2024
Q3 | $5.75K | Buy |
+160
| New | +$5.06K | ﹤0.01% | 3143 |
|
|
2024
Q1 | – | Sell |
-106
| Closed | -$3.12K | – | 3689 |
|
|
2023
Q4 | $3.12K | Buy |
+106
| New | +$3K | ﹤0.01% | 3119 |
|
|
2022
Q3 | – | Sell |
-48
| Closed | -$1K | – | 3405 |
|
|
2022
Q2 | $1K | Sell |
48
-21
| -30% | -$637 | ﹤0.01% | 3183 |
|
|
2022
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 3125 |
|
|
2021
Q4 | $3K | Sell |
69
-74
| -52% | -$2.66K | ﹤0.01% | 2979 |
|
|
2021
Q3 | $4K | Hold |
143
| – | – | ﹤0.01% | 2887 |
|
|
2021
Q2 | $3K | Hold |
143
| – | – | ﹤0.01% | 6808 |
|
|
2021
Q1 | $3.25K | Hold |
143
| – | – | ﹤0.01% | 3115 |
|
|
2020
Q4 | $3K | Hold |
143
| – | – | ﹤0.01% | 2665 |
|
|
2020
Q3 | $2K | Hold |
143
| – | – | ﹤0.01% | 2613 |
|
|
2020
Q2 | $2K | Hold |
143
| – | – | ﹤0.01% | 2506 |
|
|
2020
Q1 | $1K | Sell |
143
-1,877
| -93% | -$27.4K | ﹤0.01% | 2438 |
|
|
2019
Q4 | $31K | Buy |
2,020
+1,426
| +240% | +$20.5K | ﹤0.01% | 1609 |
|
|
2019
Q3 | $7K | Hold |
594
| – | – | ﹤0.01% | 2163 |
|
|
2019
Q2 | $8K | Buy |
+594
| New | +$7.99K | ﹤0.01% | 2092 |
|
|
2018
Q4 | – | Sell |
-594
| Closed | -$9K | – | 2218 |
|
|
2018
Q3 | $9K | Buy |
+594
| New | +$8.46K | ﹤0.01% | 1935 |
|
Other funds holding ZWS
VPM
VCM
BMO
