Avantax Advisory Services’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Sell |
6,828
-1,357
| -17% | -$169K | ﹤0.01% | 1265 |
|
|
2025
Q1 | $801K | Sell |
8,185
-6,244
| -43% | -$611K | ﹤0.01% | 1204 |
|
|
2024
Q4 | $1.56M | Buy |
14,429
+5,302
| +58% | +$573K | 0.01% | 841 |
|
|
2024
Q3 | $595K | Sell |
9,127
-3,972
| -30% | -$259K | ﹤0.01% | 1301 |
|
|
2024
Q2 | $744K | Sell |
13,099
-451
| -3% | -$25.6K | 0.01% | 1135 |
|
|
2024
Q1 | $829K | Buy |
13,550
+5,063
| +60% | +$310K | 0.01% | 826 |
|
|
2023
Q4 | $644K | Buy |
8,487
+2,064
| +32% | +$157K | 0.01% | 882 |
|
|
2023
Q3 | $376K | Sell |
6,423
-255
| -4% | -$14.9K | ﹤0.01% | 1068 |
|
|
2023
Q2 | $425K | Sell |
6,678
-3,316
| -33% | -$211K | ﹤0.01% | 1013 |
|
|
2023
Q1 | $666K | Buy |
9,994
+5,367
| +116% | +$358K | 0.01% | 807 |
|
|
2022
Q4 | $227K | Sell |
4,627
-249
| -5% | -$12.2K | ﹤0.01% | 1249 |
|
|
2022
Q3 | $337K | Buy |
4,876
+591
| +14% | +$40.8K | 0.01% | 947 |
|
|
2022
Q2 | $359K | Buy |
4,285
+947
| +28% | +$79.3K | 0.01% | 929 |
|
|
2022
Q1 | $547K | Buy |
3,338
+698
| +26% | +$114K | 0.01% | 754 |
|
|
2021
Q4 | $695K | Sell |
2,640
-235
| -8% | -$61.9K | 0.01% | 642 |
|
|
2021
Q3 | $917K | Buy |
2,875
+192
| +7% | +$61.2K | 0.02% | 517 |
|
|
2021
Q2 | $1.06M | Buy |
2,683
+82
| +3% | +$32.3K | 0.02% | 461 |
|
|
2021
Q1 | $882K | Buy |
2,601
+1,821
| +233% | +$618K | 0.02% | 458 |
|
|
2020
Q4 | $264K | Sell |
780
-1,420
| -65% | -$481K | 0.01% | 783 |
|
|
2020
Q3 | $543K | Buy |
2,200
+557
| +34% | +$137K | 0.01% | 759 |
|
|
2020
Q2 | $358K | Buy |
+1,643
| New | +$358K | 0.01% | 579 |
|