Montag & Associates’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Hold |
153
| – | – | ﹤0.01% | 587 |
|
|
2025
Q1 | $30.4K | Sell |
153
-7
| -4% | -$1.39K | ﹤0.01% | 673 |
|
|
2024
Q4 | $28.9K | Hold |
160
| – | – | ﹤0.01% | 679 |
|
|
2024
Q3 | $27.4K | Sell |
160
-18
| -10% | -$3.08K | ﹤0.01% | 695 |
|
|
2024
Q2 | $34.2K | Hold |
178
| – | – | ﹤0.01% | 642 |
|
|
2024
Q1 | $34.3K | Sell |
178
-207
| -54% | -$39.9K | ﹤0.01% | 636 |
|
|
2023
Q4 | $85.3K | Buy |
385
+222
| +136% | +$49.2K | ﹤0.01% | 487 |
|
|
2023
Q3 | $25.4K | Hold |
163
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $23.8K | Hold |
163
| – | – | ﹤0.01% | 651 |
|
|
2023
Q1 | $19K | Buy |
163
+93
| +133% | +$10.9K | ﹤0.01% | 667 |
|
|
2022
Q4 | $7.83K | Sell |
70
-33
| -32% | -$3.69K | ﹤0.01% | 764 |
|
|
2022
Q3 | $17K | Hold |
103
| – | – | ﹤0.01% | 682 |
|
|
2022
Q2 | $15K | Hold |
103
| – | – | ﹤0.01% | 665 |
|
|
2022
Q1 | $25K | Buy |
103
+11
| +12% | +$2.67K | ﹤0.01% | 652 |
|
|
2021
Q4 | $30K | Buy |
92
+22
| +31% | +$7.17K | ﹤0.01% | 640 |
|
|
2021
Q3 | $18K | Hold |
70
| – | – | ﹤0.01% | 680 |
|
|
2021
Q2 | $15K | Buy |
70
+2
| +3% | +$429 | ﹤0.01% | 693 |
|
|
2021
Q1 | $12K | Buy |
68
+1
| +1% | +$176 | ﹤0.01% | 715 |
|
|
2020
Q4 | $13K | Buy |
+67
| New | +$13K | ﹤0.01% | 690 |
|