Foundations Investment Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
7,719
+1,132
| +17% | +$355K | 0.04% | 287 |
|
|
2025
Q1 | $1.31M | Buy |
6,587
+311
| +5% | +$61.7K | 0.02% | 356 |
|
|
2024
Q4 | $1.13M | Sell |
6,276
-390
| -6% | -$70.4K | 0.02% | 379 |
|
|
2024
Q3 | $1.14M | Sell |
6,666
-3,600
| -35% | -$615K | 0.02% | 341 |
|
|
2024
Q2 | $1.97M | Buy |
10,266
+1,300
| +14% | +$250K | 0.05% | 236 |
|
|
2024
Q1 | $1.73M | Sell |
8,966
-1,202
| -12% | -$232K | 0.05% | 247 |
|
|
2023
Q4 | $2.42M | Buy |
10,168
+4,191
| +70% | +$998K | 0.07% | 210 |
|
|
2023
Q3 | $930K | Sell |
5,977
-211
| -3% | -$32.8K | 0.03% | 291 |
|
|
2023
Q2 | $905K | Buy |
6,188
+531
| +9% | +$77.7K | 0.03% | 280 |
|
|
2023
Q1 | $661K | Sell |
5,657
-121
| -2% | -$14.1K | 0.02% | 286 |
|
|
2022
Q4 | $647K | Sell |
5,778
-109
| -2% | -$12.2K | 0.03% | 245 |
|
|
2022
Q3 | $968K | Buy |
5,887
+520
| +10% | +$85.5K | 0.04% | 175 |
|
|
2022
Q2 | $879K | Buy |
+5,367
| New | +$879K | 0.04% | 167 |
|