Kovitz Investment Group Partners’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
1,082
-590
| -35% | -$185K | ﹤0.01% | 1094 |
|
|
2025
Q1 | $332K | Sell |
1,672
-1,946
| -54% | -$386K | ﹤0.01% | 1014 |
|
|
2024
Q4 | $653K | Sell |
3,618
-256
| -7% | -$46.2K | ﹤0.01% | 825 |
|
|
2024
Q3 | $595K | Buy |
3,874
+695
| +22% | +$107K | ﹤0.01% | 722 |
|
|
2024
Q2 | $611K | Sell |
3,179
-114
| -3% | -$21.9K | 0.01% | 620 |
|
|
2024
Q1 | $634K | Buy |
+3,293
| New | +$634K | 0.01% | 468 |
|