KWM
Kingsview Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
3,740
+731
| +24% | +$229K | 0.02% | 545 |
|
|
2025
Q1 | $597K | Buy |
3,009
+500
| +20% | +$99.2K | 0.01% | 673 |
|
|
2024
Q4 | $453K | Sell |
2,509
-180
| -7% | -$32.5K | 0.01% | 778 |
|
|
2024
Q3 | $460K | Sell |
2,689
-150
| -5% | -$25.6K | 0.01% | 749 |
|
|
2024
Q2 | $546K | Sell |
2,839
-2,310
| -45% | -$444K | 0.01% | 657 |
|
|
2024
Q1 | $992K | Sell |
5,149
-41
| -0.8% | -$7.9K | 0.02% | 498 |
|
|
2023
Q4 | $1.15M | Sell |
5,190
-5,184
| -50% | -$1.15M | 0.03% | 428 |
|
|
2023
Q3 | $1.61M | Buy |
10,374
+143
| +1% | +$22.2K | 0.06% | 332 |
|
|
2023
Q2 | $1.5M | Buy |
10,231
+650
| +7% | +$95.1K | 0.06% | 301 |
|
|
2023
Q1 | $1.12M | Buy |
9,581
+67
| +0.7% | +$7.83K | 0.05% | 362 |
|
|
2022
Q4 | $1.06M | Buy |
9,514
+17
| +0.2% | +$1.9K | 0.05% | 333 |
|
|
2022
Q3 | $1.56M | Sell |
9,497
-100
| -1% | -$16.4K | 0.07% | 259 |
|
|
2022
Q2 | $1.44M | Buy |
9,597
+127
| +1% | +$19K | 0.07% | 280 |
|
|
2022
Q1 | $2.28M | Sell |
9,470
-251
| -3% | -$60.6K | 0.1% | 213 |
|
|
2021
Q4 | $3.12M | Sell |
9,721
-24
| -0.2% | -$7.71K | 0.13% | 169 |
|
|
2021
Q3 | $2.56M | Buy |
9,745
+242
| +3% | +$63.4K | 0.12% | 186 |
|
|
2021
Q2 | $2.03M | Sell |
9,503
-786
| -8% | -$168K | 0.1% | 219 |
|
|
2021
Q1 | $1.81M | Buy |
10,289
+8,154
| +382% | +$1.43M | 0.1% | 210 |
|
|
2020
Q4 | $426K | Buy |
+2,135
| New | +$426K | 0.03% | 480 |
|