PWM
ZUO

Palumbo Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Palumbo Wealth Management’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,152
Closed -$160K – 199
2024
Q4 		$160K Buy
16,152
+4,616
+40% +$45.8K 0.06% 162
2024
Q3 		$99.4K Buy
11,536
+1,210
+12% +$10.4K 0.04% 149
2024
Q2 		$103K Buy
+10,326
New +$103K 0.04% 139