Creative Planning’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Sell |
89,314
-18,660
| -17% | -$5.86M | 0.02% | 266 |
|
|
2025
Q1 | $21.4M | Sell |
107,974
-10,121
| -9% | -$2.01M | 0.02% | 310 |
|
|
2024
Q4 | $21.3M | Sell |
118,095
-30,439
| -20% | -$5.49M | 0.02% | 282 |
|
|
2024
Q3 | $25.4M | Buy |
148,534
+10,551
| +8% | +$1.8M | 0.03% | 237 |
|
|
2024
Q2 | $26.5M | Buy |
137,983
+13,978
| +11% | +$2.69M | 0.03% | 224 |
|
|
2024
Q1 | $23.9M | Buy |
124,005
+18,887
| +18% | +$3.64M | 0.03% | 227 |
|
|
2023
Q4 | $23.3M | Sell |
105,118
-12,755
| -11% | -$2.83M | 0.04% | 216 |
|
|
2023
Q3 | $18.3M | Sell |
117,873
-600
| -0.5% | -$93.4K | 0.02% | 254 |
|
|
2023
Q2 | $17.3M | Buy |
118,473
+45,682
| +63% | +$6.68M | 0.02% | 248 |
|
|
2023
Q1 | $8.5M | Buy |
72,791
+999
| +1% | +$117K | 0.01% | 375 |
|
|
2022
Q4 | $8.03M | Buy |
71,792
+726
| +1% | +$81.2K | 0.01% | 381 |
|
|
2022
Q3 | $11.7M | Sell |
71,066
-2,561
| -3% | -$421K | 0.02% | 275 |
|
|
2022
Q2 | $11M | Buy |
73,627
+119
| +0.2% | +$17.8K | 0.02% | 298 |
|
|
2022
Q1 | $17.7M | Sell |
73,508
-4,435
| -6% | -$1.07M | 0.03% | 221 |
|
|
2021
Q4 | $25M | Buy |
77,943
+11,325
| +17% | +$3.64M | 0.04% | 159 |
|
|
2021
Q3 | $17.5M | Sell |
66,618
-4,093
| -6% | -$1.07M | 0.03% | 192 |
|
|
2021
Q2 | $15.3M | Buy |
70,711
+3,655
| +5% | +$790K | 0.03% | 204 |
|
|
2021
Q1 | $11.5M | Buy |
67,056
+3,225
| +5% | +$554K | 0.02% | 245 |
|
|
2020
Q4 | $12.7M | Sell |
63,831
-6,487
| -9% | -$1.3M | 0.03% | 215 |
|
|
2020
Q3 | $9.89M | Sell |
70,318
-3,219
| -4% | -$453K | 0.03% | 206 |
|
|
2020
Q2 | $8.05M | Sell |
73,537
-31,666
| -30% | -$3.47M | 0.02% | 210 |
|
|
2020
Q1 | $6.4M | Sell |
105,203
-38,040
| -27% | -$2.32M | 0.02% | 222 |
|
|
2019
Q4 | $6.66M | Buy |
+143,243
| New | +$6.66M | 0.02% | 253 |
|
|
2019
Q3 | – | Sell |
-3,055
| Closed | -$234K | – | 1952 |
|
|
2019
Q2 | $234K | Buy |
+3,055
| New | +$234K | ﹤0.01% | 1511 |
|