Atria Wealth Solutions’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
9,447
+5,992
| +173% | +$1.88M | 0.07% | 319 |
|
|
2025
Q1 | $686K | Buy |
3,455
+490
| +17% | +$97.2K | 0.01% | 1039 |
|
|
2024
Q4 | $535K | Buy |
2,965
+474
| +19% | +$85.5K | 0.01% | 1230 |
|
|
2024
Q3 | $426K | Sell |
2,491
-5,819
| -70% | -$995K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $1.6M | Sell |
8,310
-183
| -2% | -$35.2K | 0.02% | 705 |
|
|
2024
Q1 | $1.64M | Sell |
8,493
-12,044
| -59% | -$2.32M | 0.02% | 698 |
|
|
2023
Q4 | $4.55M | Buy |
20,537
+11,770
| +134% | +$2.61M | 0.06% | 345 |
|
|
2023
Q3 | $1.36M | Buy |
8,767
+2,393
| +38% | +$372K | 0.02% | 692 |
|
|
2023
Q2 | $933K | Buy |
6,374
+1,974
| +45% | +$289K | 0.01% | 864 |
|
|
2023
Q1 | $514K | Buy |
4,400
+1,832
| +71% | +$214K | 0.01% | 1113 |
|
|
2022
Q4 | $287K | Sell |
2,568
-1,956
| -43% | -$219K | ﹤0.01% | 1378 |
|
|
2022
Q3 | $744K | Buy |
4,524
+2,787
| +160% | +$458K | 0.01% | 829 |
|
|
2022
Q2 | $260K | Sell |
1,737
-163
| -9% | -$24.4K | ﹤0.01% | 1265 |
|
|
2022
Q1 | $458K | Buy |
+1,900
| New | +$458K | 0.01% | 1114 |
|