Venturi Wealth Management’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
1,567
+97
| +7% | +$30.5K | 0.02% | 331 |
|
|
2025
Q1 | $292K | Sell |
1,470
-162
| -10% | -$32.1K | 0.02% | 444 |
|
|
2024
Q4 | $294K | Buy |
1,632
+188
| +13% | +$33.9K | 0.01% | 460 |
|
|
2024
Q3 | $247K | Buy |
1,444
+20
| +1% | +$3.42K | 0.01% | 420 |
|
|
2024
Q2 | $274K | Buy |
1,424
+118
| +9% | +$22.7K | 0.02% | 360 |
|
|
2024
Q1 | $252K | Buy |
1,306
+9
| +0.7% | +$1.73K | 0.02% | 328 |
|
|
2023
Q4 | $287K | Buy |
1,297
+12
| +0.9% | +$2.66K | 0.02% | 318 |
|
|
2023
Q3 | $200K | Buy |
+1,285
| New | +$200K | 0.02% | 329 |
|
|
2023
Q2 | – | Sell |
-884
| Closed | -$103K | – | 1301 |
|
|
2023
Q1 | $103K | Buy |
+884
| New | +$103K | 0.01% | 401 |
|
|
2022
Q2 | – | Sell |
-986
| Closed | -$238K | – | 356 |
|
|
2022
Q1 | $238K | Buy |
+986
| New | +$238K | 0.02% | 312 |
|