Ballentine 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 | $672K | Buy |
2,141
+75
| +4% | +$23.5K | 0.01% | 399 |
|
|
2025
Q1 | $410K | Buy |
2,066
+92
| +5% | +$18.3K | 0.01% | 513 |
|
|
2024
Q4 | $356K | Sell |
1,974
-788
| -29% | -$142K | 0.01% | 529 |
|
|
2024
Q3 | $472K | Buy |
2,762
+1,632
| +144% | +$279K | 0.01% | 430 |
|
|
2024
Q2 | $217K | Sell |
1,130
-10
| -0.9% | -$1.92K | ﹤0.01% | 667 |
|
|
2024
Q1 | $220K | Buy |
1,140
+9
| +0.8% | +$1.73K | ﹤0.01% | 638 |
|
|
2023
Q4 | $251K | Buy |
+1,131
| New | +$251K | 0.01% | 562 |
|