TRUE Private Wealth Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Hold |
1,972
| – | – | 0.07% | 129 |
|
|
2025
Q1 | $391K | Buy |
1,972
+11
| +0.6% | +$2.18K | 0.05% | 155 |
|
|
2024
Q4 | $354K | Buy |
1,961
+108
| +6% | +$19.5K | 0.04% | 163 |
|
|
2024
Q3 | $317K | Hold |
1,853
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $356K | Sell |
1,853
-43
| -2% | -$8.26K | 0.04% | 202 |
|
|
2024
Q1 | $365K | Buy |
1,896
+43
| +2% | +$8.28K | 0.04% | 207 |
|
|
2023
Q4 | $411K | Hold |
1,853
| – | – | 0.05% | 182 |
|
|
2023
Q3 | $288K | Buy |
1,853
+35
| +2% | +$5.45K | 0.04% | 197 |
|
|
2023
Q2 | $266K | Sell |
1,818
-48
| -3% | -$7.02K | 0.04% | 188 |
|
|
2023
Q1 | $218K | Buy |
+1,866
| New | +$218K | 0.03% | 212 |
|
|
2022
Q4 | – | Sell |
-2,053
| Closed | -$337K | – | 239 |
|
|
2022
Q3 | $337K | Buy |
2,053
+75
| +4% | +$12.3K | 0.05% | 142 |
|
|
2022
Q2 | $295K | Buy |
1,978
+295
| +18% | +$44K | 0.04% | 163 |
|
|
2022
Q1 | $351K | Hold |
1,683
| – | – | 0.05% | 158 |
|
|
2021
Q4 | $540K | Hold |
1,683
| – | – | 0.08% | 142 |
|
|
2021
Q3 | $441K | Hold |
1,683
| – | – | 0.06% | 153 |
|
|
2021
Q2 | $363K | Hold |
1,683
| – | – | 0.05% | 163 |
|
|
2021
Q1 | $289K | Sell |
1,683
-50
| -3% | -$8.59K | 0.05% | 180 |
|
|
2020
Q4 | $346K | Buy |
1,733
+23
| +1% | +$4.59K | 0.06% | 149 |
|
|
2020
Q3 | $240K | Sell |
1,710
-14
| -0.8% | -$1.97K | 0.04% | 168 |
|
|
2020
Q2 | $188K | Buy |
1,724
+39
| +2% | +$4.25K | 0.03% | 180 |
|
|
2020
Q1 | $102K | Buy |
1,685
+985
| +141% | +$59.6K | 0.02% | 204 |
|
|
2019
Q4 | $32K | Buy |
+700
| New | +$32K | ﹤0.01% | 426 |
|