Carson Wealth (CWM LLC)’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.8M | Buy |
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|
2025
Q2 | $7.72M | Buy |
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|
2025
Q1 | $4.42M | Buy |
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|
2024
Q4 | $3.35M | Buy |
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|
2024
Q3 | $951K | Buy |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $99K | Buy |
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|
2023
Q2 | $82K | Sell |
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|
2023
Q1 | $119K | Buy |
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|
2022
Q4 | $100K | Sell |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $98K | Buy |
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|
2022
Q1 | $145K | Buy |
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|
2021
Q4 | $169K | Buy |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $32K | Buy |
|