AE Wealth Management’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,529
| Closed | -$458K | – | 2564 |
|
|
2025
Q3 | $458K | Buy |
1,529
+201
| +15% | +$57.3K | ﹤0.01% | 1011 |
|
|
2025
Q2 | $417K | Sell |
1,328
-574
| -30% | -$143K | ﹤0.01% | 988 |
|
|
2025
Q1 | $377K | Buy |
+1,902
| New | +$379K | ﹤0.01% | 1004 |
|
|
2024
Q1 | – | Sell |
-25,244
| Closed | -$5.98M | – | 2043 |
|
|
2023
Q4 | $5.98M | Buy |
25,244
+19,101
| +311% | +$3.54M | 0.03% | 541 |
|
|
2023
Q3 | $956K | Sell |
6,143
-538
| -8% | -$80.7K | 0.01% | 1115 |
|
|
2023
Q2 | $977K | Sell |
6,681
-1,914
| -22% | -$234K | 0.01% | 1097 |
|
|
2023
Q1 | $1M | Sell |
8,595
-593
| -6% | -$71.1K | 0.01% | 1043 |
|
|
2022
Q4 | $1.03M | Buy |
9,188
+3,492
| +61% | +$474K | 0.01% | 968 |
|
|
2022
Q3 | $936K | Sell |
5,696
-435
| -7% | -$71.2K | 0.01% | 968 |
|
|
2022
Q2 | $917K | Sell |
6,131
-1,142
| -16% | -$202K | 0.01% | 918 |
|
|
2022
Q1 | $1.75M | Buy |
7,273
+2,889
| +66% | +$710K | 0.01% | 737 |
|
|
2021
Q4 | $1.41M | Buy |
4,384
+72
| +2% | +$22.7K | 0.01% | 809 |
|
|
2021
Q3 | $1.13M | Sell |
4,312
-555
| -11% | -$139K | 0.01% | 830 |
|
|
2021
Q2 | $1.05M | Sell |
4,867
-731
| -13% | -$139K | 0.01% | 816 |
|
|
2021
Q1 | $961K | Buy |
5,598
+4,327
| +340% | +$860K | 0.01% | 784 |
|
|
2020
Q4 | $254K | Buy |
+1,271
| New | +$202K | ﹤0.01% | 1193 |
|
|
2020
Q2 | – | Sell |
-6,766
| Closed | -$412K | – | 1355 |
|
|
2020
Q1 | $412K | Buy |
+6,766
| New | +$372K | 0.01% | 744 |
|
|
2019
Q3 | – | Sell |
-3,176
| Closed | -$243K | – | 1076 |
|
|
2019
Q2 | $243K | Buy |
+3,176
| New | +$226K | 0.01% | 835 |
|
Other funds holding ZS
