Carson Wealth (CWM LLC)’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 | $27K | Sell |
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2024
Q3 | $57K | Sell |
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2024
Q2 | $79K | Buy |
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|
2024
Q1 | $58K | Sell |
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|
2023
Q4 | $65K | Sell |
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|
2023
Q3 | $68K | Sell |
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|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $2.76M | Sell |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $6.7M | Sell |
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|
2021
Q4 | $9.7M | Buy |
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|
2021
Q2 | $9.27M | Hold |
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|
2021
Q1 | $9.27M | Hold |
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|
2020
Q4 | $9.27M | Hold |
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|
2020
Q3 | $9.27M | Hold |
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|
2020
Q2 | $9.27M | Hold |
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|
2020
Q1 | $9.27M | Hold |
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|
2019
Q4 | $9.27M | Hold |
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|
2019
Q3 | $9.27M | Hold |
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|
2019
Q2 | $9.27M | Hold |
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|
2019
Q1 | $9.27M | Buy |
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