NewEdge 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 | $1.57M | Buy |
4,988
+89
| +2% | +$27.9K | 0.01% | 1049 |
|
2025
Q1 | $972K | Buy |
4,899
+370
| +8% | +$73.4K | 0.01% | 1198 |
|
2024
Q4 | $817K | Sell |
4,529
-2,242
| -33% | -$404K | ﹤0.01% | 1270 |
|
2024
Q3 | $1.16M | Sell |
6,771
-1,228
| -15% | -$210K | 0.01% | 1037 |
|
2024
Q2 | $1.54M | Sell |
7,999
-1,497
| -16% | -$288K | 0.01% | 870 |
|
2024
Q1 | $1.83M | Buy |
9,496
+7,012
| +282% | +$1.35M | 0.02% | 733 |
|
2023
Q4 | $550K | Buy |
2,484
+1,616
| +186% | +$358K | 0.01% | 1233 |
|
2023
Q3 | $135K | Buy |
868
+58
| +7% | +$9.02K | ﹤0.01% | 1739 |
|
2023
Q2 | $119K | Buy |
810
+43
| +6% | +$6.29K | ﹤0.01% | 1798 |
|
2023
Q1 | $89.6K | Sell |
767
-321
| -30% | -$37.5K | ﹤0.01% | 1783 |
|
2022
Q4 | $27.4K | Buy |
+1,088
| New | +$27.4K | ﹤0.01% | 2004 |
|
2022
Q1 | – | Sell |
-4,511
| Closed | -$1.45M | – | 1680 |
|
2021
Q4 | $1.45M | Sell |
4,511
-807
| -15% | -$259K | 0.02% | 568 |
|
2021
Q3 | $1.39M | Buy |
5,318
+475
| +10% | +$125K | 0.03% | 418 |
|
2021
Q2 | $1.05M | Buy |
4,843
+1,227
| +34% | +$265K | 0.03% | 488 |
|
2021
Q1 | $621K | Buy |
3,616
+143
| +4% | +$24.6K | 0.02% | 608 |
|
2020
Q4 | $694K | Buy |
3,473
+57
| +2% | +$11.4K | 0.02% | 511 |
|
2020
Q3 | $481K | Sell |
3,416
-73
| -2% | -$10.3K | 0.02% | 586 |
|
2020
Q2 | $382K | Buy |
+3,489
| New | +$382K | 0.01% | 609 |
|