Bartlett & Co Wealth Management’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $19.8K | Hold |
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2024
Q3 | $17.2K | Hold |
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2024
Q2 | $19.9K | Hold |
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|
2024
Q1 | $18.2K | Hold |
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|
2023
Q4 | $19.2K | Hold |
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|
2023
Q3 | $16.5K | Hold |
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|
2023
Q2 | $21.9K | Hold |
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|
2023
Q1 | $19.8K | Hold |
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|
2022
Q4 | $12.7K | Hold |
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|
2022
Q3 | $14.8K | Hold |
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|
2022
Q2 | $17.9K | Hold |
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|
2022
Q1 | $30K | Buy |
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