EverSource Wealth Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
1,398
+711
| +103% | +$223K | 0.02% | 510 |
|
|
2025
Q1 | $136K | Buy |
687
+252
| +58% | +$50K | 0.01% | 793 |
|
|
2024
Q4 | $78.5K | Sell |
435
-405
| -48% | -$73.1K | ﹤0.01% | 992 |
|
|
2024
Q3 | $144K | Buy |
840
+8
| +1% | +$1.37K | 0.01% | 668 |
|
|
2024
Q2 | $149K | Buy |
832
+66
| +9% | +$11.8K | 0.01% | 661 |
|
|
2024
Q1 | $132K | Buy |
766
+52
| +7% | +$8.99K | 0.01% | 617 |
|
|
2023
Q4 | $158K | Hold |
714
| – | – | 0.01% | 497 |
|
|
2023
Q3 | $111K | Sell |
714
-138
| -16% | -$21.5K | 0.01% | 539 |
|
|
2023
Q2 | $125K | Sell |
852
-14
| -2% | -$2.05K | 0.01% | 505 |
|
|
2023
Q1 | $101K | Buy |
866
+217
| +33% | +$25.4K | 0.01% | 546 |
|
|
2022
Q4 | $72.6K | Buy |
+649
| New | +$72.6K | 0.01% | 617 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$80K | – | 1875 |
|
|
2021
Q4 | $80K | Buy |
+250
| New | +$80K | 0.02% | 340 |
|