Lake Street Private Wealth’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$645K Sell
2,055
-460
-18% -$144K 0.09% 133
2025
Q1
$499K Sell
2,515
-460
-15% -$91.3K 0.08% 154
2024
Q4
$537K Sell
2,975
-555
-16% -$100K 0.09% 144
2024
Q3
$603K Sell
3,530
-2,783
-44% -$476K 0.1% 146
2024
Q2
$1.21M Buy
6,313
+2,277
+56% +$438K 0.16% 131
2024
Q1
$777K Buy
+4,036
New +$777K 0.11% 167