Baldwin Wealth Partners’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,200
| Closed | -$238K | – | 238 |
|
|
2025
Q1 | $238K | Hold |
1,200
| – | – | 0.02% | 199 |
|
|
2024
Q4 | $216K | Hold |
1,200
| – | – | 0.02% | 220 |
|
|
2024
Q3 | $205K | Hold |
1,200
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $231K | Hold |
1,200
| – | – | 0.02% | 186 |
|
|
2024
Q1 | $231K | Hold |
1,200
| – | – | 0.02% | 200 |
|
|
2023
Q4 | $266K | Hold |
1,200
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $187K | Hold |
1,200
| – | – | 0.02% | 224 |
|
|
2023
Q2 | $176K | Hold |
1,200
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $140K | Hold |
1,200
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $134K | Sell |
1,200
-200
| -14% | -$22.4K | 0.01% | 279 |
|
|
2022
Q3 | $230K | Hold |
1,400
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $209K | Buy |
1,400
+170
| +14% | +$25.4K | 0.03% | 176 |
|
|
2022
Q1 | $297K | Buy |
1,230
+230
| +23% | +$55.5K | 0.03% | 165 |
|
|
2021
Q4 | $321K | Hold |
1,000
| – | – | 0.03% | 161 |
|
|
2021
Q3 | $262K | Hold |
1,000
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $216K | Hold |
1,000
| – | – | 0.02% | 194 |
|
|
2021
Q1 | $172K | Hold |
1,000
| – | – | 0.02% | 198 |
|
|
2020
Q4 | $200K | Hold |
1,000
| – | – | 0.03% | 174 |
|
|
2020
Q3 | $141K | Hold |
1,000
| – | – | 0.02% | 193 |
|
|
2020
Q2 | $110K | Hold |
1,000
| – | – | 0.02% | 211 |
|
|
2020
Q1 | $61K | Buy |
+1,000
| New | +$61K | 0.01% | 254 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$77K | – | 546 |
|
|
2019
Q2 | $77K | Buy |
+1,000
| New | +$77K | 0.01% | 268 |
|