Carson Wealth (CWM LLC)’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Buy |
24,582
+2,308
| +10% | +$725K | 0.03% | 462 |
|
|
2025
Q1 | $4.42M | Buy |
22,274
+3,679
| +20% | +$730K | 0.02% | 565 |
|
|
2024
Q4 | $3.36M | Buy |
18,595
+13,033
| +234% | +$2.35M | 0.01% | 582 |
|
|
2024
Q3 | $951K | Buy |
5,562
+2,879
| +107% | +$492K | ﹤0.01% | 1067 |
|
|
2024
Q2 | $516K | Buy |
2,683
+844
| +46% | +$162K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $354K | Buy |
1,839
+679
| +59% | +$131K | ﹤0.01% | 1260 |
|
|
2023
Q4 | $257K | Buy |
1,160
+523
| +82% | +$116K | ﹤0.01% | 1305 |
|
|
2023
Q3 | $99K | Buy |
637
+77
| +14% | +$12K | ﹤0.01% | 1637 |
|
|
2023
Q2 | $82K | Sell |
560
-460
| -45% | -$67.4K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $119K | Buy |
1,020
+125
| +14% | +$14.6K | ﹤0.01% | 1402 |
|
|
2022
Q4 | $100K | Sell |
895
-44
| -5% | -$4.92K | ﹤0.01% | 1379 |
|
|
2022
Q3 | $154K | Buy |
939
+285
| +44% | +$46.7K | ﹤0.01% | 1152 |
|
|
2022
Q2 | $98K | Buy |
654
+55
| +9% | +$8.24K | ﹤0.01% | 1323 |
|
|
2022
Q1 | $145K | Buy |
599
+75
| +14% | +$18.2K | ﹤0.01% | 1180 |
|
|
2021
Q4 | $169K | Buy |
+524
| New | +$169K | ﹤0.01% | 1094 |
|
|
2021
Q2 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2021
Q1 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2020
Q4 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2020
Q3 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2020
Q2 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2020
Q1 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2019
Q4 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2019
Q3 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2019
Q2 | $32K | Hold |
147
| – | – | ﹤0.01% | 1594 |
|
|
2019
Q1 | $32K | Buy |
+147
| New | +$32K | ﹤0.01% | 1594 |
|