Wells Fargo’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 |
-73,800
| Closed | -$732K | – | 6697 |
|
|
2024
Q4 | $732K | Buy |
73,800
+18,176
| +33% | +$180K | ﹤0.01% | 3475 |
|
|
2024
Q3 | $479K | Buy |
55,624
+3,541
| +7% | +$30.5K | ﹤0.01% | 3657 |
|
|
2024
Q2 | $517K | Sell |
52,083
-677
| -1% | -$6.72K | ﹤0.01% | 3557 |
|
|
2024
Q1 | $481K | Buy |
52,760
+4,985
| +10% | +$45.5K | ﹤0.01% | 3576 |
|
|
2023
Q4 | $449K | Buy |
47,775
+85
| +0.2% | +$799 | ﹤0.01% | 3583 |
|
|
2023
Q3 | $393K | Sell |
47,690
-16,065
| -25% | -$132K | ﹤0.01% | 3649 |
|
|
2023
Q2 | $699K | Buy |
63,755
+8,769
| +16% | +$96.2K | ﹤0.01% | 3520 |
|
|
2023
Q1 | $543K | Buy |
54,986
+29,661
| +117% | +$293K | ﹤0.01% | 3549 |
|
|
2022
Q4 | $161K | Sell |
25,325
-2,092
| -8% | -$13.3K | ﹤0.01% | 4016 |
|
|
2022
Q3 | $202K | Sell |
27,417
-3,662
| -12% | -$27K | ﹤0.01% | 3965 |
|
|
2022
Q2 | $278K | Sell |
31,079
-93,161
| -75% | -$833K | ﹤0.01% | 3870 |
|
|
2022
Q1 | $1.86M | Sell |
124,240
-30,824
| -20% | -$462K | ﹤0.01% | 3179 |
|
|
2021
Q4 | $2.9M | Buy |
155,064
+41,141
| +36% | +$768K | ﹤0.01% | 2938 |
|
|
2021
Q3 | $1.89M | Buy |
113,923
+23,436
| +26% | +$388K | ﹤0.01% | 3529 |
|
|
2021
Q2 | $1.56M | Buy |
90,487
+45,402
| +101% | +$783K | ﹤0.01% | 3693 |
|
|
2021
Q1 | $669K | Sell |
45,085
-198,503
| -81% | -$2.95M | ﹤0.01% | 4228 |
|
|
2020
Q4 | $3.39M | Buy |
243,588
+9,458
| +4% | +$132K | ﹤0.01% | 3043 |
|
|
2020
Q3 | $2.42M | Sell |
234,130
-16,380
| -7% | -$169K | ﹤0.01% | 3116 |
|
|
2020
Q2 | $3.19M | Buy |
250,510
+196,373
| +363% | +$2.5M | ﹤0.01% | 2842 |
|
|
2020
Q1 | $435K | Buy |
54,137
+4,441
| +9% | +$35.7K | ﹤0.01% | 4019 |
|
|
2019
Q4 | $712K | Sell |
49,696
-2,337
| -4% | -$33.5K | ﹤0.01% | 4022 |
|
|
2019
Q3 | $784K | Buy |
52,033
+4,912
| +10% | +$74K | ﹤0.01% | 3951 |
|
|
2019
Q2 | $722K | Sell |
47,121
-20,345
| -30% | -$312K | ﹤0.01% | 4041 |
|
|
2019
Q1 | $1.35M | Buy |
67,466
+7,131
| +12% | +$143K | ﹤0.01% | 3624 |
|
|
2018
Q4 | $1.09M | Buy |
+60,335
| New | +$1.09M | ﹤0.01% | 3702 |
|