GeoWealth Management’s Zscaler ZS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$101K	Buy	+323	New	+$101K	﹤0.01%	811
2025 Q1	–	Sell	-304	Closed	-$54.8K	–	1818
2024 Q4	$54.8K	Buy	304 +31	+11%	+$5.59K	﹤0.01%	1137
2024 Q3	$46.7K	Buy	+273	New	+$46.7K	﹤0.01%	1089