Allen Investment 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
Sell
-23,400
Closed -$2.29M 207
2025
Q1
$2.29M Hold
23,400
0.03% 110
2024
Q4
$2.53M Hold
23,400
0.03% 108
2024
Q3
$1.53M Hold
23,400
0.02% 123
2024
Q2
$1.33M Hold
23,400
0.02% 131
2024
Q1
$1.43M Hold
23,400
0.02% 118
2023
Q4
$1.78M Hold
23,400
0.02% 111
2023
Q3
$1.37M Hold
23,400
0.02% 114
2023
Q2
$1.49M Hold
23,400
0.02% 111
2023
Q1
$1.56M Hold
23,400
0.03% 108
2022
Q4
$1.15M Sell
23,400
-35,104
-60% -$1.72M 0.02% 117
2022
Q3
$4.05M Sell
58,504
-10
-0% -$691 0.07% 76
2022
Q2
$4.9M Buy
58,514
+10
+0% +$838 0.08% 72
2022
Q1
$9.64M Hold
58,504
0.13% 59
2021
Q4
$15.4M Hold
58,504
0.19% 50
2021
Q3
$18.7M Hold
58,504
0.26% 45
2021
Q2
$23.1M Hold
58,504
0.31% 39
2021
Q1
$19.9M Hold
58,504
0.31% 39
2020
Q4
$19.8M Sell
58,504
-14,876
-20% -$5.04M 0.34% 39
2020
Q3
$18.1M Sell
73,380
-10,020
-12% -$2.48M 0.34% 39
2020
Q2
$18.3M Hold
83,400
0.39% 35
2020
Q1
$7.46M Hold
83,400
0.22% 47
2019
Q4
$8.2M Hold
83,400
0.2% 53
2019
Q3
$9.17M Buy
83,400
+60,000
+256% +$6.6M 0.24% 44
2019
Q2
$3.19M Buy
+23,400
New +$3.19M 0.09% 88