Caldwell Trust’s Zscaler ZS Stock Holding History

Caldwell Trust’s Portfolio ZS Stock Details ZS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$62.8K	Hold	200
2025 Q1	$39.7K	Hold	200
2024 Q4	$36.1K	Hold	200
2024 Q3	$34.2K	Buy	+200