Legacy Advisors’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$524K Buy
2024
Q4
$473K Sell
2024
Q3
$449K Buy
2024
Q2
$502K Sell
2024
Q1
$504K Buy
2023
Q4
$579K Buy
2023
Q3
$405K Buy
2023
Q2
$380K Sell
2023
Q1
$305K Hold
2022
Q4
$292K Sell
2022
Q3
$432K Sell
2022
Q2
$1.02M Buy
2022
Q1
$629K Buy
2021
Q4
$835K Hold
2021
Q3
$682K Hold
2021
Q2
$562K Hold
2021
Q1
$446K Hold
2020
Q4
$519K Hold
2020
Q3
$366K Buy