Roberts Wealth Advisors’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 |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $202K | Hold |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $196K | Hold |
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $201K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $453K | Hold |
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|
2021
Q4 | $568K | Sell |
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|
2021
Q3 | $679K | Buy |
|