Beaird Harris 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 |
-218
| Closed | -$2.16K | – | 543 |
|
|
2024
Q4 | $2.16K | Hold |
218
| – | – | ﹤0.01% | 429 |
|
|
2024
Q3 | $1.88K | Hold |
218
| – | – | ﹤0.01% | 445 |
|
|
2024
Q2 | $2.17K | Hold |
218
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $1.99K | Hold |
218
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $2.05K | Hold |
218
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $1.8K | Hold |
218
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $2.39K | Hold |
218
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $2.15K | Hold |
218
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $1.39K | Sell |
218
-86
| -28% | -$547 | ﹤0.01% | 620 |
|
|
2022
Q3 | $2K | Hold |
304
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $3K | Hold |
304
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $5K | Hold |
304
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $6K | Buy |
+304
| New | +$6K | ﹤0.01% | 462 |
|