IIM
Ironwood Investment Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
6,009
-217
| -3% | -$68.1K | 0.92% | 30 |
|
|
2025
Q1 | $1.24M | Sell |
6,226
-23
| -0.4% | -$4.56K | 0.67% | 49 |
|
|
2024
Q4 | $1.13M | Buy |
6,249
+64
| +1% | +$11.5K | 0.56% | 63 |
|
|
2024
Q3 | $1.06M | Buy |
6,185
+1,884
| +44% | +$322K | 0.52% | 66 |
|
|
2024
Q2 | $827K | Sell |
4,301
-2
| -0% | -$384 | 0.44% | 76 |
|
|
2024
Q1 | $829K | Sell |
4,303
-22
| -0.5% | -$4.24K | 0.4% | 75 |
|
|
2023
Q4 | $958K | Buy |
4,325
+31
| +0.7% | +$6.87K | 0.5% | 58 |
|
|
2023
Q3 | $668K | Sell |
4,294
-145
| -3% | -$22.6K | 0.41% | 73 |
|
|
2023
Q2 | $649K | Sell |
4,439
-173
| -4% | -$25.3K | 0.37% | 76 |
|
|
2023
Q1 | $539K | Buy |
4,612
+252
| +6% | +$29.4K | 0.34% | 90 |
|
|
2022
Q4 | $488K | Sell |
4,360
-334
| -7% | -$37.4K | 0.32% | 93 |
|
|
2022
Q3 | $772K | Sell |
4,694
-23
| -0.5% | -$3.78K | 0.54% | 65 |
|
|
2022
Q2 | $705K | Sell |
4,717
-1
| -0% | -$149 | 0.47% | 76 |
|
|
2022
Q1 | $1.14M | Sell |
4,718
-2,211
| -32% | -$533K | 0.62% | 54 |
|
|
2021
Q4 | $2.23M | Buy |
6,929
+173
| +3% | +$55.6K | 1.1% | 27 |
|
|
2021
Q3 | $1.77M | Buy |
6,756
+6
| +0.1% | +$1.57K | 0.92% | 29 |
|
|
2021
Q2 | $1.46M | Sell |
6,750
-147
| -2% | -$31.8K | 0.74% | 40 |
|
|
2021
Q1 | $1.18M | Sell |
6,897
-4,041
| -37% | -$694K | 0.63% | 52 |
|
|
2020
Q4 | $2.18M | Sell |
10,938
-310
| -3% | -$61.9K | 1.28% | 18 |
|
|
2020
Q3 | $1.58M | Sell |
11,248
-22
| -0.2% | -$3.09K | 1.13% | 20 |
|
|
2020
Q2 | $1.23M | Sell |
11,270
-58
| -0.5% | -$6.35K | 0.96% | 29 |
|
|
2020
Q1 | $689K | Buy |
11,328
+828
| +8% | +$50.4K | 0.69% | 46 |
|
|
2019
Q4 | $488K | Buy |
10,500
+1,244
| +13% | +$57.8K | 0.34% | 103 |
|
|
2019
Q3 | $437K | Buy |
+9,256
| New | +$437K | 0.33% | 107 |
|