Visionary Wealth Advisors’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	$469K	Sell	10,467 -2,410	-19%	-$115K	0.02%	413
2025 Q4	$599K	Sell	12,877 -5,085	-28%	-$239K	0.03%	350
2025 Q3	$845K	Sell	17,962 -11,434	-39%	-$494K	0.04%	303
2025 Q2	$1.08M	Hold	29,396	–	–	0.05%	265
2025 Q1	$969K	Sell	29,396 -1,230	-4%	-$44.3K	0.06%	264
2024 Q4	$1.14M	Sell	30,626 -6,700	-18%	-$255K	0.07%	237
2024 Q3	$1.34M	Sell	37,326 -789	-2%	-$25K	0.08%	219
2024 Q2	$1.12M	Hold	38,115	–	–	0.07%	231
2024 Q1	$1.28M	Sell	38,115 -15,000	-28%	-$462K	0.09%	215
2023 Q4	$1.56M	Sell	53,115 -3,642	-6%	-$103K	0.11%	180
2023 Q3	$1.59M	Sell	56,757 -15,000	-21%	-$429K	0.13%	162
2023 Q2	$1.93M	Sell	71,757 -7,873	-10%	-$179K	0.15%	144
2023 Q1	$1.7M	Sell	79,630 -4,000	-5%	-$88K	0.14%	148
2022 Q4	$1.77M	Hold	83,630	–	–	0.16%	127
2022 Q3	$2.05M	Buy	+83,630	New	+$2.38M	0.21%	107