Austin Private Wealth’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+670
| New | +$210K | 0.02% | 271 |
|
|
2024
Q4 | – | Sell |
-2,755
| Closed | -$471K | – | 265 |
|
|
2024
Q3 | $471K | Buy |
2,755
+15
| +0.5% | +$2.56K | 0.05% | 134 |
|
|
2024
Q2 | $527K | Buy |
2,740
+90
| +3% | +$17.3K | 0.06% | 118 |
|
|
2024
Q1 | $494K | Buy |
2,650
+384
| +17% | +$71.5K | 0.06% | 124 |
|
|
2023
Q4 | $502K | Buy |
2,266
+66
| +3% | +$14.6K | 0.06% | 108 |
|
|
2023
Q3 | $342K | Hold |
2,200
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $322K | Buy |
+2,200
| New | +$322K | 0.05% | 118 |
|