Laird Norton Wetherby 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
2024 Q3	–	Sell	-563	Closed	-$108K	–	962
2024 Q2	$108K	Buy	563 +23	+4%	+$4.09K	0.01%	905
2024 Q1	$104K	Buy	540 +7	+1%	+$1.57K	0.01%	940
2023 Q4	$118K	Buy	+533	New	+$98.7K	0.01%	885
2023 Q3	–	Sell	-603	Closed	-$88.2K	–	984
2023 Q2	$88.2K	Buy	+603	New	+$73.6K	﹤0.01%	931
2022 Q4	–	Sell	-1,463	Closed	-$240K	–	965
2022 Q3	$240K	Buy	1,463 +424	+41%	+$69.4K	0.02%	737
2022 Q2	$155K	Sell	1,039 -202	-16%	-$35.7K	0.01%	839
2022 Q1	$299K	Sell	1,241 -62	-5%	-$15.2K	0.02%	716
2021 Q4	$419K	Sell	1,303 -71	-5%	-$22.4K	0.02%	590
2021 Q3	$360K	Buy	1,374 +284	+26%	+$71.3K	0.02%	634
2021 Q2	$236K	Buy	+1,090	New	+$207K	0.01%	802
2021 Q1	–	Sell	-1,098	Closed	-$219K	–	913
2020 Q4	$219K	Buy	+1,098	New	+$175K	0.01%	786