WAM
Weatherly Asset Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Buy |
16,660
+2,910
| +21% | +$914K | 0.45% | 41 |
|
|
2025
Q1 | $2.73M | Buy |
13,750
+1,010
| +8% | +$200K | 0.24% | 64 |
|
|
2024
Q4 | $2.3M | Buy |
12,740
+3,310
| +35% | +$597K | 0.2% | 71 |
|
|
2024
Q3 | $1.61M | Buy |
9,430
+5,970
| +173% | +$1.02M | 0.14% | 84 |
|
|
2024
Q2 | $665K | Buy |
+3,460
| New | +$665K | 0.06% | 120 |
|