Axxcess Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
+1,000
| New | +$314K | 0.01% | 703 |
|
|
2024
Q1 | – | Sell |
-1,121
| Closed | -$248K | – | 937 |
|
|
2023
Q4 | $248K | Buy |
+1,121
| New | +$248K | 0.01% | 710 |
|
|
2022
Q2 | – | Sell |
-1,280
| Closed | -$309K | – | 684 |
|
|
2022
Q1 | $309K | Hold |
1,280
| – | – | 0.02% | 462 |
|
|
2021
Q4 | $411K | Buy |
+1,280
| New | +$411K | 0.03% | 403 |
|