Frank Rimerman Advisors’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 |
-40,000
| Closed | -$397K | – | 560 |
|
|
2024
Q4 | $397K | Hold |
40,000
| – | – | 0.03% | 354 |
|
|
2024
Q3 | $345K | Hold |
40,000
| – | – | 0.02% | 395 |
|
|
2024
Q2 | $397K | Hold |
40,000
| – | – | 0.03% | 389 |
|
|
2024
Q1 | $365K | Sell |
40,000
-45,101
| -53% | -$411K | 0.07% | 76 |
|
|
2023
Q4 | $800K | Buy |
+85,101
| New | +$800K | 0.17% | 55 |
|
|
2023
Q2 | – | Sell |
-88,901
| Closed | -$878K | – | 116 |
|
|
2023
Q1 | $878K | Buy |
+88,901
| New | +$878K | 0.24% | 47 |
|