Avantax Advisory Services’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
4,538
-698
| -13% | -$219K | 0.01% | 970 |
|
|
2025
Q1 | $1.04M | Buy |
5,236
+1,602
| +44% | +$318K | 0.01% | 1066 |
|
|
2024
Q4 | $656K | Sell |
3,634
-1,086
| -23% | -$196K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $807K | Sell |
4,720
-245
| -5% | -$41.9K | 0.01% | 1136 |
|
|
2024
Q2 | $954K | Buy |
4,965
+503
| +11% | +$96.7K | 0.01% | 1000 |
|
|
2024
Q1 | $859K | Buy |
4,462
+124
| +3% | +$23.9K | 0.01% | 810 |
|
|
2023
Q4 | $961K | Buy |
4,338
+16
| +0.4% | +$3.55K | 0.01% | 728 |
|
|
2023
Q3 | $672K | Sell |
4,322
-6
| -0.1% | -$933 | 0.01% | 824 |
|
|
2023
Q2 | $633K | Buy |
4,328
+59
| +1% | +$8.63K | 0.01% | 854 |
|
|
2023
Q1 | $499K | Buy |
4,269
+639
| +18% | +$74.6K | 0.01% | 916 |
|
|
2022
Q4 | $406K | Sell |
3,630
-1,689
| -32% | -$189K | 0.01% | 960 |
|
|
2022
Q3 | $874K | Buy |
5,319
+241
| +5% | +$39.6K | 0.01% | 601 |
|
|
2022
Q2 | $759K | Sell |
5,078
-1,906
| -27% | -$285K | 0.01% | 637 |
|
|
2022
Q1 | $1.69M | Buy |
6,984
+924
| +15% | +$223K | 0.02% | 415 |
|
|
2021
Q4 | $1.95M | Buy |
6,060
+318
| +6% | +$102K | 0.03% | 373 |
|
|
2021
Q3 | $1.51M | Sell |
5,742
-338
| -6% | -$88.7K | 0.03% | 394 |
|
|
2021
Q2 | $1.32M | Buy |
6,080
+725
| +14% | +$157K | 0.02% | 417 |
|
|
2021
Q1 | $920K | Buy |
5,355
+1,590
| +42% | +$273K | 0.02% | 449 |
|
|
2020
Q4 | $752K | Sell |
3,765
-674
| -15% | -$135K | 0.02% | 434 |
|
|
2020
Q3 | $625K | Buy |
4,439
+2,102
| +90% | +$296K | 0.01% | 719 |
|
|
2020
Q2 | $255K | Sell |
2,337
-3,041
| -57% | -$332K | 0.01% | 705 |
|
|
2020
Q1 | $327K | Buy |
5,378
+150
| +3% | +$9.12K | 0.01% | 547 |
|
|
2019
Q4 | $243K | Buy |
+5,228
| New | +$243K | 0.01% | 714 |
|