B. Riley Wealth Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,793
| Closed | -$632K | – | 1599 |
|
|
2024
Q1 | $632K | Buy |
10,793
+6,716
| +165% | +$442K | 0.02% | 687 |
|
|
2023
Q4 | $309K | Sell |
4,077
-6,716
| -62% | -$419K | 0.01% | 1038 |
|
|
2023
Q3 | $632K | Sell |
10,793
-2,161
| -17% | -$135K | 0.02% | 687 |
|
|
2023
Q2 | $824K | Sell |
12,954
-5,776
| -31% | -$341K | 0.02% | 633 |
|
|
2023
Q1 | $1.25M | Buy |
+18,730
| New | +$1.16M | 0.03% | 473 |
|
|
2022
Q4 | – | Sell |
-9,815
| Closed | -$679K | – | 1588 |
|
|
2022
Q3 | $679K | Buy |
+9,815
| New | +$784K | 0.02% | 644 |
|
|
2022
Q2 | – | Sell |
-2,752
| Closed | -$454K | – | 1387 |
|
|
2022
Q1 | $454K | Sell |
2,752
-749
| -21% | -$136K | 0.01% | 797 |
|
|
2021
Q4 | $922K | Sell |
3,501
-842
| -19% | -$252K | 0.03% | 556 |
|
|
2021
Q3 | $1.39M | Buy |
4,343
+630
| +17% | +$229K | 0.04% | 421 |
|
|
2021
Q2 | $1.46M | Sell |
3,713
-315
| -8% | -$109K | 0.05% | 410 |
|
|
2021
Q1 | $1.37M | Sell |
4,028
-29,957
| -88% | -$11.2M | 0.05% | 401 |
|
|
2020
Q4 | $11.2M | Buy |
33,985
+29,457
| +651% | +$9.2M | 0.6% | 33 |
|
|
2020
Q3 | $1.07M | Sell |
4,528
-4
| -0.1% | -$986 | 0.06% | 296 |
|
|
2020
Q2 | $995K | Buy |
+4,532
| New | +$728K | 0.07% | 279 |
|
|
2020
Q1 | – | Sell |
-2,186
| Closed | -$216K | – | 897 |
|
|
2019
Q4 | $216K | Sell |
2,186
-448
| -17% | -$45.8K | 0.02% | 733 |
|
|
2019
Q3 | $291K | Buy |
2,634
+225
| +9% | +$29.2K | 0.03% | 601 |
|
|
2019
Q2 | $329K | Buy |
+2,409
| New | +$321K | 0.04% | 524 |
|
|
2019
Q1 | – | Sell |
-7,437
| Closed | -$665K | – | 776 |
|
|
2018
Q4 | $665K | Buy |
+7,437
| New | +$604K | 0.09% | 230 |
|
Other funds holding TWLO
GIM
KCM
SHCM