PWM
ZUO
Perigon Wealth Management’s Zuora, Inc. ZUO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,811
| Closed | -$138K | – | 1102 |
|
|
2024
Q4 | $138K | Sell |
13,811
-10,130
| -42% | -$101K | ﹤0.01% | 1006 |
|
|
2024
Q3 | $206K | Buy |
+23,941
| New | +$206K | 0.01% | 926 |
|
|
2024
Q1 | – | Sell |
-23,991
| Closed | -$226K | – | 934 |
|
|
2023
Q4 | $226K | Buy |
23,991
+340
| +1% | +$3.2K | 0.01% | 750 |
|
|
2023
Q3 | $195K | Sell |
23,651
-340
| -1% | -$2.8K | 0.01% | 737 |
|
|
2023
Q2 | $263K | Buy |
23,991
+163
| +0.7% | +$1.79K | 0.01% | 654 |
|
|
2023
Q1 | $235K | Buy |
23,828
+177
| +0.7% | +$1.75K | 0.01% | 625 |
|
|
2022
Q4 | $150K | Hold |
23,651
| – | – | 0.01% | 662 |
|
|
2022
Q3 | $175K | Hold |
23,651
| – | – | 0.02% | 547 |
|
|
2022
Q2 | $212K | Hold |
23,651
| – | – | 0.02% | 527 |
|
|
2022
Q1 | $354K | Hold |
23,651
| – | – | 0.03% | 427 |
|
|
2021
Q4 | $442K | Sell |
23,651
-267
| -1% | -$4.99K | 0.03% | 366 |
|
|
2021
Q3 | $397K | Hold |
23,918
| – | – | 0.03% | 353 |
|
|
2021
Q2 | $413K | Hold |
23,918
| – | – | 0.04% | 344 |
|
|
2021
Q1 | $354K | Hold |
23,918
| – | – | 0.04% | 355 |
|
|
2020
Q4 | $333K | Hold |
23,918
| – | – | 0.04% | 315 |
|
|
2020
Q3 | $247K | Hold |
23,918
| – | – | 0.03% | 324 |
|
|
2020
Q2 | $305K | Buy |
23,918
+367
| +2% | +$4.68K | 0.05% | 267 |
|
|
2020
Q1 | $215K | Sell |
23,551
-18,203
| -44% | -$166K | 0.04% | 287 |
|
|
2019
Q4 | $613K | Hold |
41,754
| – | – | 0.13% | 122 |
|
|
2019
Q3 | $592K | Hold |
41,754
| – | – | 0.14% | 106 |
|
|
2019
Q2 | $640K | Hold |
41,754
| – | – | 0.15% | 102 |
|
|
2019
Q1 | $888K | Sell |
41,754
-11,450
| -22% | -$244K | 0.21% | 84 |
|
|
2018
Q4 | $1.14M | Buy |
+53,204
| New | +$1.14M | 0.29% | 63 |
|