Carson Wealth (CWM LLC)’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 |
-2,718
| Closed | -$27K | – | 5263 |
|
|
2024
Q4 | $27K | Sell |
2,718
-3,861
| -59% | -$38.4K | ﹤0.01% | 3250 |
|
|
2024
Q3 | $57K | Sell |
6,579
-1,366
| -17% | -$11.8K | ﹤0.01% | 2598 |
|
|
2024
Q2 | $79K | Buy |
7,945
+1,590
| +25% | +$15.8K | ﹤0.01% | 2148 |
|
|
2024
Q1 | $58K | Sell |
6,355
-559
| -8% | -$5.1K | ﹤0.01% | 2209 |
|
|
2023
Q4 | $65K | Sell |
6,914
-1,392
| -17% | -$13.1K | ﹤0.01% | 2021 |
|
|
2023
Q3 | $68K | Sell |
8,306
-798
| -9% | -$6.53K | ﹤0.01% | 1880 |
|
|
2023
Q2 | $100K | Sell |
9,104
-294,566
| -97% | -$3.24M | ﹤0.01% | 1569 |
|
|
2023
Q1 | $3M | Sell |
303,670
-12,091
| -4% | -$119K | 0.02% | 415 |
|
|
2022
Q4 | $2.01M | Sell |
315,761
-58,277
| -16% | -$371K | 0.01% | 445 |
|
|
2022
Q3 | $2.76M | Sell |
374,038
-14,929
| -4% | -$110K | 0.02% | 372 |
|
|
2022
Q2 | $3.48M | Sell |
388,967
-58,299
| -13% | -$522K | 0.03% | 338 |
|
|
2022
Q1 | $6.7M | Sell |
447,266
-71,846
| -14% | -$1.08M | 0.05% | 270 |
|
|
2021
Q4 | $9.7M | Buy |
+519,112
| New | +$9.7M | 0.07% | 214 |
|
|
2021
Q2 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2021
Q1 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2020
Q4 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2020
Q3 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2020
Q2 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2020
Q1 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2019
Q4 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2019
Q3 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2019
Q2 | $9.27M | Hold |
537,491
| – | – | 0.07% | 203 |
|
|
2019
Q1 | $9.27M | Buy |
+537,491
| New | +$9.27M | 0.07% | 203 |
|