Atria Investments’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
10,030
+3,507
+54% +$436K 0.01% 924
2025
Q1
$639K Buy
6,523
+2,003
+44% +$196K 0.01% 1225
2024
Q4
$489K Buy
+4,520
New +$489K 0.01% 1341
2022
Q2
Sell
-8,996
Closed -$1.48M 878
2022
Q1
$1.48M Buy
8,996
+2,387
+36% +$393K 0.03% 678
2021
Q4
$1.74M Sell
6,609
-915
-12% -$241K 0.03% 622
2021
Q3
$2.4M Buy
7,524
+2,068
+38% +$660K 0.04% 447
2021
Q2
$2.15M Buy
5,456
+1,835
+51% +$723K 0.04% 472
2021
Q1
$1.23M Sell
3,621
-12,879
-78% -$4.39M 0.03% 626
2020
Q4
$5.59M Sell
16,500
-1,766
-10% -$598K 0.13% 180
2020
Q3
$4.51M Buy
+18,266
New +$4.51M 0.14% 170
2020
Q2
Sell
-3,097
Closed -$277K 754
2020
Q1
$277K Sell
3,097
-600
-16% -$53.7K 0.02% 454
2019
Q4
$363K Buy
3,697
+712
+24% +$69.9K 0.01% 907
2019
Q3
$328K Buy
2,985
+219
+8% +$24.1K 0.01% 691
2019
Q2
$351K Sell
2,766
-218
-7% -$27.7K 0.01% 691
2019
Q1
$385K Buy
+2,984
New +$385K 0.02% 609