Shepherd Financial Partners’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Sell |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $818K | Buy |
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|
2024
Q4 | $724K | Sell |
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|
2024
Q3 | $861K | Buy |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $510K | Hold |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $870K | Sell |
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|
2022
Q2 | $805K | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $959K | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $713K | Buy |
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