Venturi Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
7,934
-1,843
| -19% | -$67.4K | 0.01% | 432 |
|
|
2025
Q1 | $322K | Buy |
9,777
+336
| +4% | +$11.1K | 0.02% | 423 |
|
|
2024
Q4 | $352K | Buy |
9,441
+430
| +5% | +$16K | 0.02% | 411 |
|
|
2024
Q3 | $324K | Buy |
9,011
+3,498
| +63% | +$126K | 0.02% | 372 |
|
|
2024
Q2 | $162K | Buy |
5,513
+4,831
| +708% | +$142K | 0.01% | 438 |
|
|
2024
Q1 | $22.8K | Hold |
682
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $20.1K | Buy |
+682
| New | +$20.1K | ﹤0.01% | 703 |
|