Shepherd Financial Partners’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
3,962
-161
| -4% | -$50.5K | 0.13% | 103 |
|
|
2025
Q1 | $818K | Buy |
4,123
+111
| +3% | +$22K | 0.1% | 119 |
|
|
2024
Q4 | $724K | Sell |
4,012
-1,023
| -20% | -$185K | 0.09% | 118 |
|
|
2024
Q3 | $861K | Buy |
5,035
+1,509
| +43% | +$258K | 0.1% | 108 |
|
|
2024
Q2 | $678K | Buy |
3,526
+4
| +0.1% | +$769 | 0.09% | 122 |
|
|
2024
Q1 | $678K | Buy |
3,522
+108
| +3% | +$20.8K | 0.09% | 125 |
|
|
2023
Q4 | $756K | Sell |
3,414
-23
| -0.7% | -$5.1K | 0.11% | 114 |
|
|
2023
Q3 | $535K | Sell |
3,437
-48
| -1% | -$7.47K | 0.08% | 125 |
|
|
2023
Q2 | $510K | Hold |
3,485
| – | – | 0.08% | 128 |
|
|
2023
Q1 | $407K | Buy |
3,485
+1,069
| +44% | +$125K | 0.07% | 138 |
|
|
2022
Q4 | $270K | Sell |
2,416
-2,878
| -54% | -$322K | 0.05% | 151 |
|
|
2022
Q3 | $870K | Sell |
5,294
-88
| -2% | -$14.5K | 0.17% | 86 |
|
|
2022
Q2 | $805K | Sell |
5,382
-51
| -0.9% | -$7.63K | 0.16% | 87 |
|
|
2022
Q1 | $1.31M | Sell |
5,433
-44
| -0.8% | -$10.6K | 0.23% | 73 |
|
|
2021
Q4 | $1.76M | Sell |
5,477
-147
| -3% | -$47.2K | 0.31% | 63 |
|
|
2021
Q3 | $1.48M | Buy |
5,624
+1
| +0% | +$262 | 0.29% | 68 |
|
|
2021
Q2 | $1.22M | Buy |
5,623
+38
| +0.7% | +$8.21K | 0.23% | 81 |
|
|
2021
Q1 | $959K | Buy |
5,585
+178
| +3% | +$30.6K | 0.21% | 88 |
|
|
2020
Q4 | $1.08M | Buy |
5,407
+341
| +7% | +$68.4K | 0.25% | 75 |
|
|
2020
Q3 | $713K | Buy |
+5,066
| New | +$713K | 0.17% | 87 |
|