Bartlett & Co Wealth Management’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$19.8K | – | 1276 |
|
|
2024
Q4 | $19.8K | Hold |
2,000
| – | – | ﹤0.01% | 806 |
|
|
2024
Q3 | $17.2K | Hold |
2,000
| – | – | ﹤0.01% | 839 |
|
|
2024
Q2 | $19.9K | Hold |
2,000
| – | – | ﹤0.01% | 817 |
|
|
2024
Q1 | $18.2K | Hold |
2,000
| – | – | ﹤0.01% | 829 |
|
|
2023
Q4 | $19.2K | Hold |
2,000
| – | – | ﹤0.01% | 889 |
|
|
2023
Q3 | $16.5K | Hold |
2,000
| – | – | ﹤0.01% | 858 |
|
|
2023
Q2 | $21.9K | Hold |
2,000
| – | – | ﹤0.01% | 811 |
|
|
2023
Q1 | $19.8K | Hold |
2,000
| – | – | ﹤0.01% | 715 |
|
|
2022
Q4 | $12.7K | Hold |
2,000
| – | – | ﹤0.01% | 795 |
|
|
2022
Q3 | $14.8K | Hold |
2,000
| – | – | ﹤0.01% | 757 |
|
|
2022
Q2 | $17.9K | Hold |
2,000
| – | – | ﹤0.01% | 754 |
|
|
2022
Q1 | $30K | Buy |
+2,000
| New | +$30K | ﹤0.01% | 669 |
|