Atria Wealth Solutions’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
+5,851
| New | +$721K | 0.02% | 767 |
|
|
2025
Q1 | – | Sell |
-2,059
| Closed | -$223K | – | 2055 |
|
|
2024
Q4 | $223K | Buy |
+2,059
| New | +$223K | ﹤0.01% | 1729 |
|
|
2024
Q3 | – | Sell |
-4,009
| Closed | -$228K | – | 2027 |
|
|
2024
Q2 | $228K | Sell |
4,009
-1,977
| -33% | -$112K | ﹤0.01% | 1656 |
|
|
2024
Q1 | $366K | Sell |
5,986
-1,257
| -17% | -$76.9K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $550K | Buy |
7,243
+2,128
| +42% | +$161K | 0.01% | 1151 |
|
|
2023
Q3 | $299K | Sell |
5,115
-3,127
| -38% | -$183K | ﹤0.01% | 1413 |
|
|
2023
Q2 | $524K | Buy |
8,242
+1,495
| +22% | +$95.1K | 0.01% | 1130 |
|
|
2023
Q1 | $450K | Buy |
+6,747
| New | +$450K | 0.01% | 1187 |
|
|
2022
Q4 | – | Sell |
-9,163
| Closed | -$634K | – | 1873 |
|
|
2022
Q3 | $634K | Sell |
9,163
-618
| -6% | -$42.7K | 0.01% | 901 |
|
|
2022
Q2 | $820K | Buy |
9,781
+1,845
| +23% | +$155K | 0.02% | 756 |
|
|
2022
Q1 | $1.31M | Buy |
+7,936
| New | +$1.31M | 0.02% | 622 |
|