CIBC Private Wealth Group’s Zscaler ZS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59.7M | Sell |
190,020
-31,369
| -14% | -$9.85M | 0.11% | 179 |
|
2025
Q1 | $39.2M | Buy |
221,389
+2,987
| +1% | +$529K | 0.08% | 187 |
|
2024
Q4 | $40.9M | Sell |
218,402
-6,439
| -3% | -$1.21M | 0.07% | 193 |
|
2024
Q3 | $38.4M | Buy |
224,841
+19,641
| +10% | +$3.36M | 0.07% | 210 |
|
2024
Q2 | $41.4M | Buy |
205,200
+43,801
| +27% | +$8.83M | 0.08% | 188 |
|
2024
Q1 | $31M | Buy |
161,399
+43,674
| +37% | +$8.39M | 0.06% | 223 |
|
2023
Q4 | $26.1M | Buy |
117,725
+116,167
| +7,456% | +$25.7M | 0.06% | 238 |
|
2023
Q3 | $242K | Buy |
+1,558
| New | +$242K | ﹤0.01% | 941 |
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 1221 |
|
2022
Q2 | $0 | Sell |
2
-5,833
| -100% | – | ﹤0.01% | 1324 |
|
2022
Q1 | $1.41M | Sell |
5,835
-3,194
| -35% | -$771K | ﹤0.01% | 583 |
|
2021
Q4 | $2.9M | Sell |
9,029
-462
| -5% | -$148K | 0.01% | 473 |
|
2021
Q3 | $2.49M | Buy |
9,491
+3,937
| +71% | +$1.03M | 0.01% | 474 |
|
2021
Q2 | $1.2M | Sell |
5,554
-4,667
| -46% | -$1.01M | ﹤0.01% | 627 |
|
2021
Q1 | $1.76M | Sell |
10,221
-6,131
| -37% | -$1.05M | ﹤0.01% | 556 |
|
2020
Q4 | $3.27M | Buy |
16,352
+45
| +0.3% | +$8.99K | 0.01% | 429 |
|
2020
Q3 | $2.29M | Buy |
+16,307
| New | +$2.29M | 0.01% | 440 |
|
2019
Q3 | – | Sell |
-11,618
| Closed | -$890K | – | 947 |
|
2019
Q2 | $890K | Buy |
+11,618
| New | +$890K | ﹤0.01% | 605 |
|
2018
Q3 | – | Sell |
-4,328
| Closed | -$155K | – | 1764 |
|
2018
Q2 | $155K | Sell |
4,328
-522
| -11% | -$18.7K | ﹤0.01% | 964 |
|
2018
Q1 | $136K | Buy |
+4,850
| New | +$136K | ﹤0.01% | 975 |
|