Dynamic Advisor Solutions’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
8,163
+176
| +2% | +$55.3K | 0.08% | 253 |
|
|
2025
Q1 | $1.58M | Buy |
+7,987
| New | +$1.58M | 0.05% | 327 |
|
|
2024
Q4 | – | Sell |
-8,423
| Closed | -$1.44M | – | 941 |
|
|
2024
Q3 | $1.44M | Buy |
8,423
+2,260
| +37% | +$386K | 0.04% | 365 |
|
|
2024
Q2 | $1.18M | Buy |
6,163
+1,646
| +36% | +$316K | 0.04% | 420 |
|
|
2024
Q1 | $870K | Buy |
4,517
+3,047
| +207% | +$587K | 0.03% | 471 |
|
|
2023
Q4 | $308K | Buy |
1,470
+1
| +0.1% | +$210 | 0.01% | 706 |
|
|
2023
Q3 | $229K | Buy |
+1,469
| New | +$229K | 0.01% | 745 |
|
|
2023
Q2 | – | Sell |
-2,204
| Closed | -$257K | – | 852 |
|
|
2023
Q1 | $257K | Buy |
+2,204
| New | +$257K | 0.02% | 633 |
|
|
2022
Q4 | – | Sell |
-1,510
| Closed | -$248K | – | 756 |
|
|
2022
Q3 | $248K | Buy |
1,510
+34
| +2% | +$5.58K | 0.02% | 570 |
|
|
2022
Q2 | $221K | Buy |
1,476
+117
| +9% | +$17.5K | 0.02% | 623 |
|
|
2022
Q1 | $328K | Buy |
+1,359
| New | +$328K | 0.02% | 538 |
|