Allworth Financial’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
5,625
+4,169
| +286% | +$518K | ﹤0.01% | 736 |
|
|
2025
Q1 | $136K | Sell |
1,456
-9
| -0.6% | -$842 | ﹤0.01% | 1081 |
|
|
2024
Q4 | $165K | Buy |
1,465
+94
| +7% | +$10.6K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $89.4K | Buy |
1,371
+113
| +9% | +$7.37K | ﹤0.01% | 1134 |
|
|
2024
Q2 | $73.8K | Buy |
1,258
+74
| +6% | +$4.34K | ﹤0.01% | 1198 |
|
|
2024
Q1 | $72.4K | Sell |
1,184
-560
| -32% | -$34.2K | ﹤0.01% | 1135 |
|
|
2023
Q4 | $132K | Buy |
1,744
+1,268
| +266% | +$96.2K | ﹤0.01% | 849 |
|
|
2023
Q3 | $27.9K | Sell |
476
-25
| -5% | -$1.46K | ﹤0.01% | 1341 |
|
|
2023
Q2 | $31.9K | Sell |
501
-149
| -23% | -$9.48K | ﹤0.01% | 1298 |
|
|
2023
Q1 | $43.3K | Buy |
650
+144
| +28% | +$9.6K | ﹤0.01% | 1121 |
|
|
2022
Q4 | $24.8K | Buy |
506
+151
| +43% | +$7.39K | ﹤0.01% | 1262 |
|
|
2022
Q3 | $25K | Sell |
355
-23
| -6% | -$1.62K | ﹤0.01% | 1212 |
|
|
2022
Q2 | $32K | Sell |
378
-87
| -19% | -$7.37K | ﹤0.01% | 1066 |
|
|
2022
Q1 | $77K | Buy |
465
+405
| +675% | +$67.1K | ﹤0.01% | 785 |
|
|
2021
Q4 | $16K | Buy |
60
+34
| +131% | +$9.07K | ﹤0.01% | 1210 |
|
|
2021
Q3 | $8K | Buy |
26
+1
| +4% | +$308 | ﹤0.01% | 1415 |
|
|
2021
Q2 | $10K | Buy |
+25
| New | +$10K | ﹤0.01% | 1052 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$18K | – | 1373 |
|
|
2020
Q1 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 583 |
|
|
2019
Q2 | – | Sell |
-286
| Closed | -$37K | – | 1046 |
|
|
2019
Q1 | $37K | Buy |
286
+46
| +19% | +$5.95K | ﹤0.01% | 361 |
|
|
2018
Q4 | $21K | Buy |
240
+115
| +92% | +$10.1K | ﹤0.01% | 402 |
|
|
2018
Q3 | $11K | Buy |
+125
| New | +$11K | ﹤0.01% | 548 |
|