Cerity 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 | $7.9M | Buy |
25,158
+2,230
| +10% | +$700K | 0.01% | 620 |
|
|
2025
Q1 | $4.55M | Buy |
22,928
+68
| +0.3% | +$13.5K | 0.01% | 761 |
|
|
2024
Q4 | $4.12M | Buy |
22,860
+12,298
| +116% | +$2.21M | 0.01% | 790 |
|
|
2024
Q3 | $1.81M | Buy |
10,562
+4,476
| +74% | +$765K | ﹤0.01% | 1135 |
|
|
2024
Q2 | $1.17M | Sell |
6,086
-468
| -7% | -$89.9K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $1.26M | Buy |
6,554
+969
| +17% | +$187K | ﹤0.01% | 1169 |
|
|
2023
Q4 | $1.24M | Buy |
5,585
+3,455
| +162% | +$766K | ﹤0.01% | 912 |
|
|
2023
Q3 | $331K | Sell |
2,130
-1,338
| -39% | -$208K | ﹤0.01% | 1115 |
|
|
2023
Q2 | $507K | Sell |
3,468
-1,499
| -30% | -$219K | ﹤0.01% | 1172 |
|
|
2023
Q1 | $556K | Sell |
4,967
-8,063
| -62% | -$903K | ﹤0.01% | 1244 |
|
|
2022
Q4 | $1.46M | Buy |
13,030
+8,712
| +202% | +$975K | 0.01% | 596 |
|
|
2022
Q3 | $710K | Buy |
4,318
+284
| +7% | +$46.7K | 0.01% | 594 |
|
|
2022
Q2 | $603K | Buy |
4,034
+159
| +4% | +$23.8K | 0.01% | 684 |
|
|
2022
Q1 | $935K | Buy |
3,875
+200
| +5% | +$48.3K | 0.01% | 460 |
|
|
2021
Q4 | $1.18M | Buy |
3,675
+178
| +5% | +$57.3K | 0.02% | 414 |
|
|
2021
Q3 | $917K | Sell |
3,497
-592
| -14% | -$155K | 0.02% | 373 |
|
|
2021
Q2 | $883K | Buy |
4,089
+700
| +21% | +$151K | 0.02% | 380 |
|
|
2021
Q1 | $582K | Buy |
3,389
+895
| +36% | +$154K | 0.01% | 422 |
|
|
2020
Q4 | $498K | Buy |
2,494
+397
| +19% | +$79.3K | 0.02% | 415 |
|
|
2020
Q3 | $295K | Buy |
2,097
+70
| +3% | +$9.85K | 0.01% | 411 |
|
|
2020
Q2 | $222K | Buy |
+2,027
| New | +$222K | 0.01% | 403 |
|
|
2020
Q1 | – | Sell |
-16,735
| Closed | -$778K | – | 534 |
|
|
2019
Q4 | $778K | Buy |
16,735
+500
| +3% | +$23.2K | 0.04% | 274 |
|
|
2019
Q3 | $767K | Sell |
16,235
-2,609
| -14% | -$123K | 0.05% | 270 |
|
|
2019
Q2 | $1.44M | Buy |
+18,844
| New | +$1.44M | 0.09% | 191 |
|