WR Wealth Planners’s Zoetis ZTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$6.84K Sell
42
-15
-26% -$2.68K ﹤0.01% 641
2024
Q3
$11.1K Hold
57
﹤0.01% 605
2024
Q2
$9.88K Buy
57
+31
+119% +$5.16K ﹤0.01% 593
2024
Q1
$4.4K Buy
+26
New +$4.87K ﹤0.01% 743
2023
Q4
Sell
-28
Closed -$4.87K 889
2023
Q3
$4.87K Hold
28
﹤0.01% 681
2023
Q2
$4.82K Buy
28
+18
+180% +$3.11K ﹤0.01% 685
2023
Q1
$1.66K Buy
+10
New +$1.64K ﹤0.01% 793

Other funds holding ZTS

WR Wealth Planners's ZTS Position: Q4 2024 in Review

WR Wealth Planners reduced its Zoetis (ZTS) stake by 26% in Q4 2024, selling an estimated $2.68K and leaving 42 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

WR Wealth Planners first reported a position in ZTS in Q1 2023 and has held it in 7 quarters since. The position peaked at $11.1K in Q3 2024. 1,871 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • WR Wealth Planners held 42 shares of Zoetis worth $6.84K as of Q4 2024.
  • WR Wealth Planners sold 15 Zoetis shares in Q4 2024, an estimated $2.68K.
  • Zoetis made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #641 holding.
  • WR Wealth Planners first reported a position in Zoetis in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Zoetis position peaked at $11.1K in Q3 2024.
  • 1,871 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.