GWM
GSB Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
1,490
-905
| -38% | -$284K | 0.11% | 144 |
|
|
2025
Q1 | $475K | Buy |
2,395
+80
| +3% | +$15.9K | 0.12% | 139 |
|
|
2024
Q4 | $418K | Buy |
2,315
+200
| +9% | +$36.1K | 0.11% | 148 |
|
|
2024
Q3 | $362K | Hold |
2,115
| – | – | 0.09% | 162 |
|
|
2024
Q2 | $406K | Buy |
+2,115
| New | +$406K | 0.11% | 153 |
|
|
2022
Q1 | – | Sell |
-785
| Closed | -$252K | – | 230 |
|
|
2021
Q4 | $252K | Buy |
+785
| New | +$252K | 0.07% | 203 |
|