TF
TLWM Financial’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
4,649
+44
| +1% | +$13.8K | 0.28% | 31 |
|
|
2025
Q1 | $914K | Buy |
4,605
+26
| +0.6% | +$5.16K | 0.18% | 47 |
|
|
2024
Q4 | $826K | Buy |
4,579
+206
| +5% | +$37.2K | 0.16% | 52 |
|
|
2024
Q3 | $748K | Buy |
4,373
+45
| +1% | +$7.69K | 0.15% | 52 |
|
|
2024
Q2 | $832K | Sell |
4,328
-84
| -2% | -$16.1K | 0.18% | 49 |
|
|
2024
Q1 | $850K | Buy |
4,412
+1,702
| +63% | +$328K | 0.19% | 48 |
|
|
2023
Q4 | $600K | Buy |
2,710
+33
| +1% | +$7.31K | 0.14% | 51 |
|
|
2023
Q3 | $417K | Buy |
2,677
+35
| +1% | +$5.45K | 0.11% | 61 |
|
|
2023
Q2 | $387K | Buy |
2,642
+48
| +2% | +$7.02K | 0.11% | 59 |
|
|
2023
Q1 | $303K | Buy |
2,594
+323
| +14% | +$37.7K | 0.1% | 59 |
|
|
2022
Q4 | $254K | Buy |
+2,271
| New | +$254K | 0.09% | 56 |
|
|
2022
Q3 | – | Sell |
-2,584
| Closed | -$384K | – | 60 |
|
|
2022
Q2 | $384K | Sell |
2,584
-2
| -0.1% | -$297 | 0.15% | 52 |
|
|
2022
Q1 | $631K | Buy |
2,586
+66
| +3% | +$16.1K | 0.22% | 51 |
|
|
2021
Q4 | $810K | Buy |
2,520
+192
| +8% | +$61.7K | 0.27% | 41 |
|
|
2021
Q3 | $608K | Buy |
+2,328
| New | +$608K | 0.23% | 48 |
|