ISWM
Independent Solutions Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
12,057
+146
| +1% | +$45.8K | 0.74% | 41 |
|
|
2025
Q1 | $2.36M | Buy |
11,911
+92
| +0.8% | +$18.3K | 0.53% | 62 |
|
|
2024
Q4 | $2.13M | Sell |
11,819
-98
| -0.8% | -$17.7K | 0.47% | 67 |
|
|
2024
Q3 | $2.04M | Sell |
11,917
-250
| -2% | -$42.7K | 0.46% | 66 |
|
|
2024
Q2 | $2.34M | Buy |
12,167
+217
| +2% | +$41.7K | 0.54% | 58 |
|
|
2024
Q1 | $2.3M | Sell |
11,950
-733
| -6% | -$141K | 0.55% | 55 |
|
|
2023
Q4 | $2.81M | Buy |
12,683
+166
| +1% | +$36.8K | 0.72% | 46 |
|
|
2023
Q3 | $1.95M | Buy |
12,517
+337
| +3% | +$52.4K | 0.51% | 50 |
|
|
2023
Q2 | $1.78M | Buy |
12,180
+1,062
| +10% | +$155K | 0.45% | 55 |
|
|
2023
Q1 | $1.3M | Buy |
11,118
+18
| +0.2% | +$2.1K | 0.38% | 64 |
|
|
2022
Q4 | $1.24M | Sell |
11,100
-2,221
| -17% | -$249K | 0.38% | 67 |
|
|
2022
Q3 | $2.19M | Sell |
13,321
-230
| -2% | -$37.8K | 0.72% | 37 |
|
|
2022
Q2 | $2.03M | Sell |
13,551
-200
| -1% | -$29.9K | 0.63% | 40 |
|
|
2022
Q1 | $3.32M | Sell |
13,751
-786
| -5% | -$190K | 0.78% | 28 |
|
|
2021
Q4 | $4.67M | Sell |
14,537
-260
| -2% | -$83.5K | 1.1% | 22 |
|
|
2021
Q3 | $3.88M | Sell |
14,797
-218
| -1% | -$57.2K | 0.96% | 24 |
|
|
2021
Q2 | $3.24M | Buy |
15,015
+363
| +2% | +$78.4K | 0.79% | 32 |
|
|
2021
Q1 | $2.52M | Buy |
14,652
+765
| +6% | +$131K | 0.69% | 33 |
|
|
2020
Q4 | $2.77M | Buy |
13,887
+1,105
| +9% | +$221K | 0.87% | 27 |
|
|
2020
Q3 | $1.8M | Buy |
12,782
+1,964
| +18% | +$276K | 0.69% | 39 |
|
|
2020
Q2 | $1.18M | Buy |
10,818
+5,440
| +101% | +$596K | 0.51% | 47 |
|
|
2020
Q1 | $327K | Buy |
5,378
+705
| +15% | +$42.9K | 0.18% | 93 |
|
|
2019
Q4 | $217K | Buy |
+4,673
| New | +$217K | 0.1% | 150 |
|