Jamison Private Wealth Management’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$906K Sell
2025
Q2
$959K Sell
2025
Q1
$626K Sell
2024
Q4
$603K Sell
2024
Q3
$602K Sell
2024
Q2
$686K Sell
2024
Q1
$701K Buy
2023
Q4
$792K Buy
2023
Q3
$551K Buy