Cresset Asset 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 |
-20,680
| Closed | -$205K | – | 1771 |
|
|
2024
Q4 | $205K | Sell |
20,680
-1,041
| -5% | -$10.3K | ﹤0.01% | 1529 |
|
|
2024
Q3 | $187K | Sell |
21,721
-739
| -3% | -$6.37K | ﹤0.01% | 1954 |
|
|
2024
Q2 | $223K | Buy |
22,460
+1,286
| +6% | +$12.8K | ﹤0.01% | 1814 |
|
|
2024
Q1 | $193K | Buy |
21,174
+39
| +0.2% | +$356 | ﹤0.01% | 1763 |
|
|
2023
Q4 | $199K | Sell |
21,135
-826
| -4% | -$7.76K | ﹤0.01% | 1670 |
|
|
2023
Q3 | $181K | Buy |
21,961
+677
| +3% | +$5.58K | ﹤0.01% | 1609 |
|
|
2023
Q2 | $233K | Buy |
+21,284
| New | +$233K | ﹤0.01% | 1521 |
|