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Sterling Investment Advisors (Pennsylvania)’s Zscaler ZS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.53M Sell
11,240
-1,328
-11% -$417K 0.77% 40
2025
Q1
$2.49M Sell
12,568
-1,237
-9% -$245K 0.6% 53
2024
Q4
$2.49M Sell
13,805
-2,070
-13% -$373K 0.6% 56
2024
Q3
$2.71M Sell
15,875
-950
-6% -$162K 0.69% 49
2024
Q2
$3.23M Buy
+16,825
New +$3.23M 0.87% 39