1WA
180 Wealth Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
7,861
-319
| -4% | -$100K | 0.34% | 74 |
|
|
2025
Q1 | $1.62M | Sell |
8,180
-114
| -1% | -$22.6K | 0.26% | 100 |
|
|
2024
Q4 | $1.5M | Sell |
8,294
-219
| -3% | -$39.5K | 0.23% | 96 |
|
|
2024
Q3 | $1.46M | Sell |
8,513
-135
| -2% | -$23.1K | 0.23% | 97 |
|
|
2024
Q2 | $1.69M | Buy |
8,648
+23
| +0.3% | +$4.51K | 0.28% | 90 |
|
|
2024
Q1 | $1.66M | Sell |
8,625
-831
| -9% | -$160K | 0.3% | 88 |
|
|
2023
Q4 | $2.01M | Sell |
9,456
-3,626
| -28% | -$770K | 0.4% | 70 |
|
|
2023
Q3 | $2.04M | Sell |
13,082
-778
| -6% | -$121K | 0.46% | 62 |
|
|
2023
Q2 | $2.03M | Buy |
13,860
+200
| +1% | +$29.3K | 0.45% | 64 |
|
|
2023
Q1 | $1.6M | Buy |
13,660
+140
| +1% | +$16.4K | 0.37% | 79 |
|
|
2022
Q4 | $1.69M | Buy |
13,520
+167
| +1% | +$20.9K | 0.4% | 76 |
|
|
2022
Q3 | $2.2M | Sell |
13,353
-96
| -0.7% | -$15.8K | 0.6% | 44 |
|
|
2022
Q2 | $2.09M | Buy |
13,449
+82
| +0.6% | +$12.7K | 0.53% | 53 |
|
|
2022
Q1 | $3.06M | Sell |
13,367
-501
| -4% | -$115K | 0.67% | 34 |
|
|
2021
Q4 | $3.36M | Sell |
13,868
-1,808
| -12% | -$437K | 0.75% | 28 |
|
|
2021
Q3 | $4.59M | Sell |
15,676
-2,018
| -11% | -$591K | 1.01% | 17 |
|
|
2021
Q2 | $4.26M | Sell |
17,694
-1,222
| -6% | -$294K | 0.97% | 19 |
|
|
2021
Q1 | $3.22M | Buy |
18,916
+3,073
| +19% | +$523K | 0.8% | 25 |
|
|
2020
Q4 | $3.36M | Buy |
+15,843
| New | +$3.36M | 0.97% | 19 |
|