PWM
Prentice Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
1,331
-17
| -1% | -$5.34K | 0.11% | 86 |
|
|
2025
Q1 | $267K | Sell |
1,348
-135
| -9% | -$26.8K | 0.08% | 100 |
|
|
2024
Q4 | $268K | Sell |
1,483
-142
| -9% | -$25.6K | 0.08% | 99 |
|
|
2024
Q3 | $278K | Sell |
1,625
-31
| -2% | -$5.3K | 0.08% | 99 |
|
|
2024
Q2 | $318K | Sell |
1,656
-17
| -1% | -$3.27K | 0.1% | 91 |
|
|
2024
Q1 | $322K | Sell |
1,673
-26
| -2% | -$5.01K | 0.11% | 93 |
|
|
2023
Q4 | $376K | Buy |
1,699
+3
| +0.2% | +$665 | 0.15% | 83 |
|
|
2023
Q3 | $264K | Sell |
1,696
-123
| -7% | -$19.1K | 0.12% | 87 |
|
|
2023
Q2 | $266K | Sell |
1,819
-165
| -8% | -$24.1K | 0.12% | 86 |
|
|
2023
Q1 | $232K | Sell |
1,984
-148
| -7% | -$17.3K | 0.11% | 93 |
|
|
2022
Q4 | $239K | Sell |
2,132
-32
| -1% | -$3.58K | 0.12% | 91 |
|
|
2022
Q3 | $352K | Sell |
2,164
-71
| -3% | -$11.5K | 0.19% | 53 |
|
|
2022
Q2 | $334K | Buy |
2,235
+37
| +2% | +$5.53K | 0.34% | 33 |
|
|
2022
Q1 | $535K | Buy |
2,198
+41
| +2% | +$9.98K | 0.26% | 42 |
|
|
2021
Q4 | $698K | Buy |
2,157
+8
| +0.4% | +$2.59K | 0.33% | 31 |
|
|
2021
Q3 | $564K | Buy |
2,149
+11
| +0.5% | +$2.89K | 0.27% | 39 |
|
|
2021
Q2 | $462K | Sell |
2,138
-37
| -2% | -$8K | 0.24% | 44 |
|
|
2021
Q1 | $373K | Buy |
+2,175
| New | +$373K | 0.21% | 48 |
|