Williams Jones Wealth Management’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,435
| Closed | -$210K | – | 572 |
|
|
2023
Q2 | $210K | Sell |
1,435
-2,000
| -58% | -$293K | ﹤0.01% | 483 |
|
|
2023
Q1 | $401K | Sell |
3,435
-150
| -4% | -$17.5K | 0.01% | 402 |
|
|
2022
Q4 | $401K | Sell |
3,585
-2,275
| -39% | -$255K | 0.01% | 400 |
|
|
2022
Q3 | $963K | Sell |
5,860
-425
| -7% | -$69.8K | 0.02% | 273 |
|
|
2022
Q2 | $940K | Sell |
6,285
-603
| -9% | -$90.2K | 0.02% | 285 |
|
|
2022
Q1 | $1.66M | Sell |
6,888
-2,551
| -27% | -$616K | 0.02% | 214 |
|
|
2021
Q4 | $3.03M | Sell |
9,439
-200
| -2% | -$64.3K | 0.04% | 168 |
|
|
2021
Q3 | $2.53M | Sell |
9,639
-1,051
| -10% | -$276K | 0.04% | 178 |
|
|
2021
Q2 | $2.31M | Hold |
10,690
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $1.84M | Buy |
10,690
+578
| +6% | +$99.2K | 0.03% | 197 |
|
|
2020
Q4 | $2.02M | Buy |
10,112
+75
| +0.7% | +$15K | 0.03% | 179 |
|
|
2020
Q3 | $1.41M | Buy |
10,037
+25
| +0.2% | +$3.52K | 0.03% | 186 |
|
|
2020
Q2 | $1.1M | Buy |
+10,012
| New | +$1.1M | 0.02% | 191 |
|