AE Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
2,582
-34
| -1% | -$4.23K | ﹤0.01% | 1092 |
|
|
2025
Q1 | $256K | Buy |
+2,616
| New | +$256K | ﹤0.01% | 1162 |
|
|
2024
Q1 | – | Sell |
-22,193
| Closed | -$1.6M | – | 1920 |
|
|
2023
Q4 | $1.6M | Sell |
22,193
-8,157
| -27% | -$587K | 0.01% | 979 |
|
|
2023
Q3 | $1.78M | Buy |
30,350
+10,688
| +54% | +$626K | 0.01% | 892 |
|
|
2023
Q2 | $1.25M | Buy |
19,662
+1,340
| +7% | +$85.2K | 0.01% | 1004 |
|
|
2023
Q1 | $1.22M | Buy |
18,322
+98
| +0.5% | +$6.53K | 0.01% | 967 |
|
|
2022
Q4 | $892K | Buy |
18,224
+366
| +2% | +$17.9K | 0.01% | 1035 |
|
|
2022
Q3 | $1.24M | Sell |
17,858
-45,314
| -72% | -$3.13M | 0.01% | 866 |
|
|
2022
Q2 | $5.29M | Sell |
63,172
-2,060
| -3% | -$173K | 0.04% | 400 |
|
|
2022
Q1 | $10.8M | Buy |
65,232
+22,049
| +51% | +$3.63M | 0.07% | 268 |
|
|
2021
Q4 | $11.4M | Buy |
43,183
+11,499
| +36% | +$3.03M | 0.08% | 240 |
|
|
2021
Q3 | $10.1M | Sell |
31,684
-136
| -0.4% | -$43.4K | 0.08% | 238 |
|
|
2021
Q2 | $12.5M | Buy |
31,820
+1,732
| +6% | +$683K | 0.11% | 185 |
|
|
2021
Q1 | $10.3M | Buy |
30,088
+2,944
| +11% | +$1M | 0.1% | 198 |
|
|
2020
Q4 | $9.19M | Buy |
27,144
+14,478
| +114% | +$4.9M | 0.1% | 195 |
|
|
2020
Q3 | $3.13M | Sell |
12,666
-6,441
| -34% | -$1.59M | 0.04% | 321 |
|
|
2020
Q2 | $4.19M | Buy |
19,107
+11,789
| +161% | +$2.59M | 0.06% | 254 |
|
|
2020
Q1 | $655K | Sell |
7,318
-18,500
| -72% | -$1.66M | 0.02% | 598 |
|
|
2019
Q4 | $2.54M | Sell |
25,818
-2,358
| -8% | -$232K | 0.06% | 290 |
|
|
2019
Q3 | $3.1M | Buy |
28,176
+1,565
| +6% | +$172K | 0.09% | 202 |
|
|
2019
Q2 | $3.63M | Buy |
+26,611
| New | +$3.63M | 0.11% | 162 |
|