Montag & Associates’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
$48K Hold
2025
Q1
$30.4K Sell
2024
Q4
$28.9K Hold
2024
Q3
$27.4K Sell
2024
Q2
$34.2K Hold
2024
Q1
$34.3K Sell
2023
Q4
$85.3K Buy
2023
Q3
$25.4K Hold
2023
Q2
$23.8K Hold
2023
Q1
$19K Buy
2022
Q4
$7.83K Sell
2022
Q3
$17K Hold
2022
Q2
$15K Hold
2022
Q1
$25K Buy
2021
Q4
$30K Buy
2021
Q3
$18K Hold
2021
Q2
$15K Buy
2021
Q1
$12K Buy
2020
Q4
$13K Buy