Beacon Pointe Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
18,652
+266
| +1% | +$83.5K | 0.06% | 273 |
|
|
2025
Q1 | $3.65M | Buy |
18,386
+6,497
| +55% | +$1.29M | 0.04% | 352 |
|
|
2024
Q4 | $2.14M | Buy |
11,889
+261
| +2% | +$47.1K | 0.02% | 442 |
|
|
2024
Q3 | $1.99M | Sell |
11,628
-111
| -0.9% | -$19K | 0.02% | 478 |
|
|
2024
Q2 | $2.26M | Buy |
11,739
+786
| +7% | +$151K | 0.03% | 451 |
|
|
2024
Q1 | $2.11M | Buy |
10,953
+1,783
| +19% | +$343K | 0.02% | 483 |
|
|
2023
Q4 | $2.03M | Buy |
9,170
+2,677
| +41% | +$593K | 0.02% | 475 |
|
|
2023
Q3 | $1.01M | Buy |
6,493
+3,667
| +130% | +$571K | 0.01% | 619 |
|
|
2023
Q2 | $413K | Sell |
2,826
-108
| -4% | -$15.8K | 0.01% | 771 |
|
|
2023
Q1 | $343K | Sell |
2,934
-25
| -0.8% | -$2.92K | 0.01% | 886 |
|
|
2022
Q4 | $331K | Buy |
2,959
+441
| +18% | +$49.3K | 0.01% | 830 |
|
|
2022
Q3 | $413K | Buy |
2,518
+1
| +0% | +$164 | 0.01% | 699 |
|
|
2022
Q2 | $377K | Sell |
2,517
-58
| -2% | -$8.69K | 0.01% | 745 |
|
|
2022
Q1 | $621K | Buy |
2,575
+479
| +23% | +$116K | 0.01% | 747 |
|
|
2021
Q4 | $674K | Sell |
2,096
-294
| -12% | -$94.5K | 0.02% | 473 |
|
|
2021
Q3 | $627K | Buy |
+2,390
| New | +$627K | 0.02% | 495 |
|