Sequoia Financial 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 | $17.3M | Buy |
55,188
+1,877
| +4% | +$589K | 0.12% | 134 |
|
|
2025
Q1 | $10.6M | Buy |
53,311
+4,536
| +9% | +$900K | 0.08% | 179 |
|
|
2024
Q4 | $8.8M | Buy |
48,775
+3,191
| +7% | +$576K | 0.08% | 187 |
|
|
2024
Q3 | $7.79M | Buy |
45,584
+2,432
| +6% | +$416K | 0.08% | 172 |
|
|
2024
Q2 | $8.29M | Buy |
43,152
+4,147
| +11% | +$797K | 0.1% | 147 |
|
|
2024
Q1 | $7.51M | Sell |
39,005
-4,660
| -11% | -$898K | 0.09% | 158 |
|
|
2023
Q4 | $9.67M | Buy |
+43,665
| New | +$9.67M | 0.12% | 152 |
|