Dorsey & Whitney Trust’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $473K | Sell |
1,506
-315
| -17% | -$98.9K | 0.03% | 433 |
|
2025
Q1 | $361K | Buy |
1,821
+12
| +0.7% | +$2.38K | 0.02% | 470 |
|
2024
Q4 | $326K | Buy |
1,809
+278
| +18% | +$50.2K | 0.02% | 497 |
|
2024
Q3 | $262K | Buy |
+1,531
| New | +$262K | 0.01% | 563 |
|
2024
Q2 | – | Sell |
-1,416
| Closed | -$273K | – | 661 |
|
2024
Q1 | $273K | Sell |
1,416
-22
| -2% | -$4.24K | 0.02% | 507 |
|
2023
Q4 | $319K | Hold |
1,438
| – | – | 0.02% | 439 |
|
2023
Q3 | $224K | Buy |
+1,438
| New | +$224K | 0.02% | 512 |
|
2022
Q4 | – | Sell |
-1,383
| Closed | -$227K | – | 594 |
|
2022
Q3 | $227K | Sell |
1,383
-395
| -22% | -$64.8K | 0.02% | 479 |
|
2022
Q2 | $265K | Buy |
1,778
+867
| +95% | +$129K | 0.03% | 436 |
|
2022
Q1 | $219K | Buy |
911
+153
| +20% | +$36.8K | 0.02% | 514 |
|
2021
Q4 | $244K | Buy |
+758
| New | +$244K | 0.02% | 471 |
|
2020
Q2 | – | Sell |
-3,740
| Closed | -$228K | – | 456 |
|
2020
Q1 | $228K | Buy |
+3,740
| New | +$228K | 0.04% | 330 |
|