Visionary Wealth Advisors’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 | $1.08M | Hold |
29,396
| – | – | 0.05% | 265 |
|
|
2025
Q1 | $969K | Sell |
29,396
-1,230
| -4% | -$40.6K | 0.06% | 264 |
|
|
2024
Q4 | $1.14M | Sell |
30,626
-6,700
| -18% | -$250K | 0.07% | 237 |
|
|
2024
Q3 | $1.34M | Sell |
37,326
-789
| -2% | -$28.4K | 0.08% | 219 |
|
|
2024
Q2 | $1.12M | Hold |
38,115
| – | – | 0.07% | 231 |
|
|
2024
Q1 | $1.28M | Sell |
38,115
-15,000
| -28% | -$502K | 0.09% | 215 |
|
|
2023
Q4 | $1.56M | Sell |
53,115
-3,642
| -6% | -$107K | 0.11% | 180 |
|
|
2023
Q3 | $1.59M | Sell |
56,757
-15,000
| -21% | -$420K | 0.13% | 162 |
|
|
2023
Q2 | $1.93M | Sell |
71,757
-7,873
| -10% | -$212K | 0.15% | 144 |
|
|
2023
Q1 | $1.7M | Sell |
79,630
-4,000
| -5% | -$85.4K | 0.14% | 148 |
|
|
2022
Q4 | $1.77M | Hold |
83,630
| – | – | 0.16% | 127 |
|
|
2022
Q3 | $2.05M | Buy |
+83,630
| New | +$2.05M | 0.21% | 107 |
|