SAM
Shikiar Asset Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Buy |
21,965
+14,750
| +204% | +$4.63M | 1.92% | 19 |
|
|
2025
Q1 | $1.43M | Sell |
7,215
-10
| -0.1% | -$1.99K | 0.43% | 45 |
|
|
2024
Q4 | $1.3M | Sell |
7,225
-1,275
| -15% | -$230K | 0.35% | 47 |
|
|
2024
Q3 | $1.45M | Buy |
8,500
+565
| +7% | +$96.6K | 0.38% | 43 |
|
|
2024
Q2 | $1.53M | Sell |
7,935
-690
| -8% | -$133K | 0.41% | 40 |
|
|
2024
Q1 | $1.66M | Sell |
8,625
-320
| -4% | -$61.6K | 0.48% | 38 |
|
|
2023
Q4 | $1.98M | Sell |
8,945
-3,190
| -26% | -$707K | 0.61% | 29 |
|
|
2023
Q3 | $1.89M | Buy |
12,135
+215
| +2% | +$33.5K | 0.66% | 31 |
|
|
2023
Q2 | $1.74M | Sell |
11,920
-16,615
| -58% | -$2.43M | 0.56% | 34 |
|
|
2023
Q1 | $3.33M | Buy |
+28,535
| New | +$3.33M | 1.18% | 26 |
|
|
2022
Q3 | $6.35M | Buy |
38,635
+1,085
| +3% | +$178K | 2.55% | 10 |
|
|
2022
Q2 | $5.61M | Sell |
37,550
-4,060
| -10% | -$607K | 2.16% | 15 |
|
|
2022
Q1 | $10M | Sell |
41,610
-2,796
| -6% | -$675K | 2.84% | 9 |
|
|
2021
Q4 | $14.3M | Buy |
44,406
+55
| +0.1% | +$17.7K | 3.63% | 6 |
|
|
2021
Q3 | $11.6M | Buy |
44,351
+2,850
| +7% | +$747K | 3.27% | 6 |
|
|
2021
Q2 | $8.97M | Buy |
41,501
+9,119
| +28% | +$1.97M | 2.53% | 9 |
|
|
2021
Q1 | $5.56M | Sell |
32,382
-5,141
| -14% | -$883K | 1.88% | 16 |
|
|
2020
Q4 | $7.49M | Sell |
37,523
-5,362
| -13% | -$1.07M | 2.7% | 7 |
|
|
2020
Q3 | $6.03M | Buy |
42,885
+29,105
| +211% | +$4.09M | 2.32% | 13 |
|
|
2020
Q2 | $1.51M | Buy |
+13,780
| New | +$1.51M | 0.69% | 31 |
|