Bartlett & Co Wealth Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15	Closed	-$1.5K	–	1268
2025 Q3	$1.5K	Hold	15	–	–	﹤0.01%	1111
2025 Q2	$1.86K	Hold	15	–	–	﹤0.01%	1102
2025 Q1	$1.47K	Hold	15	–	–	﹤0.01%	1086
2024 Q4	$1.62K	Hold	15	–	–	﹤0.01%	1047
2024 Q3	$978	Hold	15	–	–	﹤0.01%	1078
2024 Q2	$852	Hold	15	–	–	﹤0.01%	1093
2024 Q1	$917	Hold	15	–	–	﹤0.01%	1074
2023 Q4	$1.16K	Hold	15	–	–	﹤0.01%	1182
2023 Q3	$878	Hold	15	–	–	﹤0.01%	1119
2023 Q2	$954	Sell	15 -100	-87%	-$5.9K	﹤0.01%	1103
2023 Q1	$7.66K	Hold	115	–	–	﹤0.01%	845
2022 Q4	$5.63K	Hold	115	–	–	﹤0.01%	901
2022 Q3	$7.95K	Hold	115	–	–	﹤0.01%	856
2022 Q2	$9.64K	Buy	115 +50	+77%	+$5.59K	﹤0.01%	874
2022 Q1	$10.7K	Buy	+65	New	+$11.8K	﹤0.01%	819
2021 Q3	–	Sell	-4	Closed	-$1.58K	–	1074
2021 Q2	$1.58K	Hold	4	–	–	﹤0.01%	890
2021 Q1	$1.36K	Hold	4	–	–	﹤0.01%	935
2020 Q4	$1.35K	Buy	+4	New	+$1.25K	﹤0.01%	990