Morgan Stanley’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 |
-1,007,097
| Closed | -$9.99M | – | 8299 |
|
2024
Q4 | $9.99M | Sell |
1,007,097
-748,848
| -43% | -$7.43M | ﹤0.01% | 3418 |
|
2024
Q3 | $15.1M | Buy |
1,755,945
+296,094
| +20% | +$2.55M | ﹤0.01% | 3074 |
|
2024
Q2 | $14.5M | Buy |
1,459,851
+25,583
| +2% | +$254K | ﹤0.01% | 3005 |
|
2024
Q1 | $13.1M | Sell |
1,434,268
-4,321,754
| -75% | -$39.4M | ﹤0.01% | 3121 |
|
2023
Q4 | $54.1M | Buy |
5,756,022
+3,331,071
| +137% | +$31.3M | ﹤0.01% | 2361 |
|
2023
Q3 | $20M | Buy |
2,424,951
+247,950
| +11% | +$2.04M | ﹤0.01% | 2448 |
|
2023
Q2 | $23.9M | Sell |
2,177,001
-78,780
| -3% | -$864K | ﹤0.01% | 2295 |
|
2023
Q1 | $22.3M | Buy |
2,255,781
+378,814
| +20% | +$3.74M | ﹤0.01% | 2309 |
|
2022
Q4 | $11.9M | Buy |
1,876,967
+583,214
| +45% | +$3.71M | ﹤0.01% | 2908 |
|
2022
Q3 | $9.55M | Buy |
1,293,753
+122,775
| +10% | +$906K | ﹤0.01% | 3026 |
|
2022
Q2 | $10.5M | Buy |
1,170,978
+203,645
| +21% | +$1.82M | ﹤0.01% | 3024 |
|
2022
Q1 | $14.5M | Buy |
967,333
+131,093
| +16% | +$1.96M | ﹤0.01% | 2459 |
|
2021
Q4 | $15.6M | Buy |
836,240
+60,646
| +8% | +$1.13M | ﹤0.01% | 2429 |
|
2021
Q3 | $12.9M | Sell |
775,594
-262,798
| -25% | -$4.36M | ﹤0.01% | 2603 |
|
2021
Q2 | $17.9M | Sell |
1,038,392
-632,730
| -38% | -$10.9M | ﹤0.01% | 2276 |
|
2021
Q1 | $24.7M | Buy |
1,671,122
+323,506
| +24% | +$4.79M | ﹤0.01% | 1721 |
|
2020
Q4 | $18.8M | Buy |
1,347,616
+694,158
| +106% | +$9.67M | ﹤0.01% | 1862 |
|
2020
Q3 | $6.76M | Buy |
653,458
+85,675
| +15% | +$886K | ﹤0.01% | 2416 |
|
2020
Q2 | $7.24M | Sell |
567,783
-32,301
| -5% | -$412K | ﹤0.01% | 2288 |
|
2020
Q1 | $4.83M | Sell |
600,084
-465,488
| -44% | -$3.75M | ﹤0.01% | 2499 |
|
2019
Q4 | $15.3M | Buy |
1,065,572
+416,387
| +64% | +$5.97M | ﹤0.01% | 1921 |
|
2019
Q3 | $9.77M | Buy |
649,185
+166,371
| +34% | +$2.5M | ﹤0.01% | 2157 |
|
2019
Q2 | $7.4M | Buy |
482,814
+212,363
| +79% | +$3.25M | ﹤0.01% | 2487 |
|
2019
Q1 | $5.42M | Buy |
270,451
+176,643
| +188% | +$3.54M | ﹤0.01% | 2622 |
|
2018
Q4 | $1.7M | Sell |
93,808
-139,453
| -60% | -$2.53M | ﹤0.01% | 3899 |
|
2018
Q3 | $5.39M | Buy |
233,261
+223,016
| +2,177% | +$5.15M | ﹤0.01% | 3106 |
|
2018
Q2 | $279K | Buy |
+10,245
| New | +$279K | ﹤0.01% | 5408 |
|