JPWM
Jamison Private Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Sell |
3,056
-99
| -3% | -$31.1K | 0.14% | 107 |
|
|
2025
Q1 | $626K | Sell |
3,155
-187
| -6% | -$37.1K | 0.1% | 129 |
|
|
2024
Q4 | $603K | Sell |
3,342
-182
| -5% | -$32.8K | 0.09% | 129 |
|
|
2024
Q3 | $602K | Sell |
3,524
-46
| -1% | -$7.86K | 0.09% | 130 |
|
|
2024
Q2 | $686K | Sell |
3,570
-68
| -2% | -$13.1K | 0.11% | 110 |
|
|
2024
Q1 | $701K | Buy |
3,638
+62
| +2% | +$11.9K | 0.12% | 115 |
|
|
2023
Q4 | $792K | Buy |
3,576
+34
| +1% | +$7.53K | 0.15% | 104 |
|
|
2023
Q3 | $551K | Buy |
+3,542
| New | +$551K | 0.11% | 119 |
|