AWM
Avior Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
5,383
-41
| -0.8% | -$5.1K | 0.02% | 370 |
|
|
2025
Q1 | $531K | Buy |
5,424
+638
| +13% | +$62.5K | 0.02% | 388 |
|
|
2024
Q4 | $517K | Buy |
4,786
+4,671
| +4,062% | +$505K | 0.02% | 438 |
|
|
2024
Q3 | $7.5K | Buy |
+115
| New | +$7.5K | ﹤0.01% | 1642 |
|
|
2024
Q2 | – | Sell |
-56
| Closed | -$3.42K | – | 3645 |
|
|
2024
Q1 | $3.42K | Buy |
+56
| New | +$3.42K | ﹤0.01% | 2175 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$6.66K | – | 1677 |
|
|
2023
Q1 | $6.66K | Hold |
100
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q4 | $4.9K | Sell |
100
-100
| -50% | -$4.9K | ﹤0.01% | 954 |
|
|
2022
Q3 | $13K | Buy |
200
+100
| +100% | +$6.5K | ﹤0.01% | 818 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 807 |
|
|
2022
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 756 |
|
|
2021
Q4 | $26K | Hold |
100
| – | – | ﹤0.01% | 667 |
|
|
2021
Q3 | $31K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
|
2021
Q2 | $39K | Hold |
100
| – | – | ﹤0.01% | 560 |
|
|
2021
Q1 | $34K | Buy |
+100
| New | +$34K | ﹤0.01% | 559 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$6K | – | 1097 |
|
|
2020
Q3 | $6K | Sell |
25
-2,390
| -99% | -$574K | ﹤0.01% | 742 |
|
|
2020
Q2 | $529K | Buy |
2,415
+345
| +17% | +$75.6K | 0.08% | 224 |
|
|
2020
Q1 | $185K | Hold |
2,070
| – | – | 0.04% | 353 |
|
|
2019
Q4 | $203K | Hold |
2,070
| – | – | 0.03% | 370 |
|
|
2019
Q3 | $227K | Hold |
2,070
| – | – | 0.04% | 348 |
|
|
2019
Q2 | $282K | Hold |
2,070
| – | – | 0.05% | 309 |
|
|
2019
Q1 | $267K | Buy |
2,070
+360
| +21% | +$46.4K | 0.06% | 301 |
|
|
2018
Q4 | $152K | Buy |
+1,710
| New | +$152K | 0.04% | 369 |
|