Congress Wealth Management’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
1,638
+539
| +49% | +$169K | 0.01% | 916 |
|
|
2025
Q1 | $218K | Sell |
1,099
-128
| -10% | -$25.4K | ﹤0.01% | 1017 |
|
|
2024
Q4 | $221K | Buy |
+1,227
| New | +$221K | ﹤0.01% | 833 |
|
|
2024
Q3 | – | Sell |
-1,596
| Closed | -$307K | – | 876 |
|
|
2024
Q2 | $307K | Sell |
1,596
-2,820
| -64% | -$542K | ﹤0.01% | 611 |
|
|
2024
Q1 | $851K | Sell |
4,416
-2,464
| -36% | -$475K | 0.01% | 390 |
|
|
2023
Q4 | $1.52M | Buy |
6,880
+595
| +9% | +$132K | 0.03% | 346 |
|
|
2023
Q3 | $978K | Buy |
+6,285
| New | +$978K | 0.02% | 376 |
|