Axxcess Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,650
| Closed | -$429K | – | 927 |
|
|
2023
Q4 | $429K | Sell |
5,650
-240
| -4% | -$18.2K | 0.01% | 558 |
|
|
2023
Q3 | $345K | Buy |
5,890
+228
| +4% | +$13.3K | 0.01% | 564 |
|
|
2023
Q2 | $360K | Buy |
5,662
+793
| +16% | +$50.5K | 0.03% | 413 |
|
|
2023
Q1 | $324K | Sell |
4,869
-15
| -0.3% | -$999 | 0.02% | 457 |
|
|
2022
Q4 | $239K | Sell |
4,884
-1,218
| -20% | -$59.6K | 0.02% | 505 |
|
|
2022
Q3 | $422K | Buy |
6,102
+545
| +10% | +$37.7K | 0.04% | 344 |
|
|
2022
Q2 | $466K | Buy |
5,557
+938
| +20% | +$78.7K | 0.04% | 318 |
|
|
2022
Q1 | $761K | Sell |
4,619
-359
| -7% | -$59.1K | 0.06% | 268 |
|
|
2021
Q4 | $1.31M | Buy |
+4,978
| New | +$1.31M | 0.1% | 163 |
|