Perigon Wealth Management’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $138K | Sell |
|
|||||
|
2024
Q3 | $206K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $226K | Buy |
|
|||||
|
2023
Q3 | $195K | Sell |
|
|||||
|
2023
Q2 | $263K | Buy |
|
|||||
|
2023
Q1 | $235K | Buy |
|
|||||
|
2022
Q4 | $150K | Hold |
|
|||||
|
2022
Q3 | $175K | Hold |
|
|||||
|
2022
Q2 | $212K | Hold |
|
|||||
|
2022
Q1 | $354K | Hold |
|
|||||
|
2021
Q4 | $442K | Sell |
|
|||||
|
2021
Q3 | $397K | Hold |
|
|||||
|
2021
Q2 | $413K | Hold |
|
|||||
|
2021
Q1 | $354K | Hold |
|
|||||
|
2020
Q4 | $333K | Hold |
|
|||||
|
2020
Q3 | $247K | Hold |
|
|||||
|
2020
Q2 | $305K | Buy |
|
|||||
|
2020
Q1 | $215K | Sell |
|
|||||
|
2019
Q4 | $613K | Hold |
|
|||||
|
2019
Q3 | $592K | Hold |
|
|||||
|
2019
Q2 | $640K | Hold |
|
|||||
|
2019
Q1 | $888K | Sell |
|
|||||
|
2018
Q4 | $1.14M | Buy |
|