Fort Point Capital Partners’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $369K | Buy |
1,176
+16
| +1% | +$5.02K | 0.03% | 242 |
|
2025
Q1 | $230K | Buy |
+1,160
| New | +$230K | 0.03% | 282 |
|
2024
Q4 | – | Sell |
-1,425
| Closed | -$244K | – | 314 |
|
2024
Q3 | $244K | Hold |
1,425
| – | – | 0.03% | 251 |
|
2024
Q2 | $274K | Sell |
1,425
-292
| -17% | -$56.1K | 0.03% | 265 |
|
2024
Q1 | $331K | Sell |
1,717
-107
| -6% | -$20.6K | 0.04% | 243 |
|
2023
Q4 | $404K | Sell |
1,824
-201
| -10% | -$44.5K | 0.06% | 193 |
|
2023
Q3 | $315K | Hold |
2,025
| – | – | 0.05% | 198 |
|
2023
Q2 | $296K | Buy |
+2,025
| New | +$296K | 0.04% | 208 |
|
2022
Q2 | – | Sell |
-1,116
| Closed | -$269K | – | 292 |
|
2022
Q1 | $269K | Buy |
1,116
+19
| +2% | +$4.58K | 0.04% | 233 |
|
2021
Q4 | $352K | Buy |
1,097
+72
| +7% | +$23.1K | 0.05% | 203 |
|
2021
Q3 | $269K | Hold |
1,025
| – | – | 0.04% | 201 |
|
2021
Q2 | $221K | Buy |
+1,025
| New | +$221K | 0.04% | 147 |
|
2021
Q1 | – | Sell |
-2,144
| Closed | -$428K | – | 151 |
|
2020
Q4 | $428K | Hold |
2,144
| – | – | 0.1% | 92 |
|
2020
Q3 | $302K | Sell |
2,144
-456
| -18% | -$64.2K | 0.08% | 99 |
|
2020
Q2 | $285K | Buy |
+2,600
| New | +$285K | 0.09% | 98 |
|