CIBC Private Wealth Group’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 |
-5,700
| Closed | -$56.7K | – | 3307 |
|
|
2024
Q4 | $56.7K | Sell |
5,700
-100
| -2% | -$995 | ﹤0.01% | 1639 |
|
|
2024
Q3 | $50K | Buy |
5,800
+1,000
| +21% | +$8.62K | ﹤0.01% | 1775 |
|
|
2024
Q2 | $42.5K | Sell |
4,800
-130,067
| -96% | -$1.15M | ﹤0.01% | 1737 |
|
|
2024
Q1 | $1.2M | Buy |
+134,867
| New | +$1.2M | ﹤0.01% | 626 |
|