Wealth Dimensions Group’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Sell
2025
Q2
$397K Hold
2025
Q1
$251K Hold
2024
Q4
$228K Hold
2024
Q3
$216K Sell
2024
Q2
$245K Sell
2024
Q1
$276K Hold
2023
Q4
$318K Hold
2023
Q3
$223K Hold
2023
Q2
$210K Buy
2022
Q4
Sell
2022
Q3
$236K Hold
2022
Q2
$215K Hold
2022
Q1
$346K Hold
2021
Q4
$461K Buy
2021
Q3
$374K Sell
2021
Q2
$362K Buy
2021
Q1
$277K Sell
2020
Q4
$343K Buy