OneDigital Investment 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 | $250K | Buy |
+797
| New | +$250K | ﹤0.01% | 1266 |
|
|
2025
Q1 | – | Sell |
-2,905
| Closed | -$524K | – | 1506 |
|
|
2024
Q4 | $524K | Sell |
2,905
-8
| -0.3% | -$1.44K | 0.01% | 869 |
|
|
2024
Q3 | $498K | Buy |
2,913
+983
| +51% | +$168K | 0.01% | 939 |
|
|
2024
Q2 | $371K | Buy |
1,930
+308
| +19% | +$59.2K | ﹤0.01% | 1012 |
|
|
2024
Q1 | $312K | Buy |
1,622
+641
| +65% | +$123K | ﹤0.01% | 895 |
|
|
2023
Q4 | $217K | Buy |
+981
| New | +$217K | ﹤0.01% | 1029 |
|
|
2022
Q1 | – | Sell |
-711
| Closed | -$228K | – | 833 |
|
|
2021
Q4 | $228K | Sell |
711
-111
| -14% | -$35.6K | 0.01% | 676 |
|
|
2021
Q3 | $216K | Buy |
+822
| New | +$216K | 0.01% | 660 |
|