Navis Wealth Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97M | Hold |
22,191
| – | – | 5.87% | 4 |
|
|
2025
Q1 | $4.4M | Buy |
22,191
+12
| +0.1% | +$2.38K | 4.32% | 5 |
|
|
2024
Q4 | $4M | Hold |
22,179
| – | – | 4.37% | 5 |
|
|
2024
Q3 | $3.79M | Hold |
22,179
| – | – | 4.1% | 4 |
|
|
2024
Q2 | $4.26M | Buy |
22,179
+8,499
| +62% | +$1.63M | 4.89% | 4 |
|
|
2024
Q1 | $2.64M | Hold |
13,680
| – | – | 3.16% | 6 |
|
|
2023
Q4 | $3.03M | Hold |
13,680
| – | – | 3.95% | 5 |
|
|
2023
Q3 | $2.13M | Hold |
13,680
| – | – | 3.08% | 6 |
|
|
2023
Q2 | $2M | Buy |
+13,680
| New | +$2M | 1.84% | 6 |
|