EverSource Wealth Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $136K | Buy |
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|
2024
Q4 | $78.5K | Sell |
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|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | $149K | Buy |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | $158K | Hold |
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|
2023
Q3 | $111K | Sell |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $101K | Buy |
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|
2022
Q4 | $72.6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $80K | Buy |
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