HB Wealth 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
$825K Sell
2,628
-599
-19% -$188K 0.01% 574
2025
Q1
$640K Sell
3,227
-623
-16% -$124K 0.01% 670
2024
Q4
$695K Buy
3,850
+471
+14% +$85K 0.01% 514
2024
Q3
$578K Buy
3,379
+376
+13% +$64.3K 0.01% 538
2024
Q2
$577K Buy
3,003
+355
+13% +$68.2K 0.01% 497
2024
Q1
$510K Buy
+2,648
New +$510K 0.01% 496