BPA
Beacon Pointe Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+1,911
| New | +$238K | ﹤0.01% | 1119 |
|
|
2025
Q1 | – | Sell |
-3,199
| Closed | -$346K | – | 1234 |
|
|
2024
Q4 | $346K | Sell |
3,199
-77
| -2% | -$8.32K | ﹤0.01% | 948 |
|
|
2024
Q3 | $214K | Sell |
3,276
-721
| -18% | -$47K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $227K | Sell |
3,997
-20,856
| -84% | -$1.18M | ﹤0.01% | 1132 |
|
|
2024
Q1 | $1.52M | Sell |
24,853
-15,343
| -38% | -$938K | 0.02% | 559 |
|
|
2023
Q4 | $3.05M | Buy |
40,196
+12,832
| +47% | +$974K | 0.04% | 391 |
|
|
2023
Q3 | $1.6M | Buy |
+27,364
| New | +$1.6M | 0.02% | 509 |
|
|
2022
Q3 | – | Sell |
-2,481
| Closed | -$207K | – | 1062 |
|
|
2022
Q2 | $207K | Buy |
2,481
+331
| +15% | +$27.6K | ﹤0.01% | 959 |
|
|
2022
Q1 | $354K | Sell |
2,150
-2,021
| -48% | -$333K | ﹤0.01% | 922 |
|
|
2021
Q4 | $1.1M | Buy |
4,171
+1,445
| +53% | +$380K | 0.03% | 369 |
|
|
2021
Q3 | $870K | Sell |
2,726
-2,460
| -47% | -$785K | 0.02% | 432 |
|
|
2021
Q2 | $2.04M | Buy |
+5,186
| New | +$2.04M | 0.07% | 216 |
|
|
2021
Q1 | – | Sell |
-3,234
| Closed | -$1.09M | – | 574 |
|
|
2020
Q4 | $1.09M | Buy |
+3,234
| New | +$1.09M | 0.07% | 186 |
|
|
2020
Q3 | – | Sell |
-2,782
| Closed | -$610K | – | 434 |
|
|
2020
Q2 | $610K | Buy |
+2,782
| New | +$610K | 0.06% | 209 |
|
|
2020
Q1 | – | Sell |
-2,739
| Closed | -$269K | – | 314 |
|
|
2019
Q4 | $269K | Buy |
+2,739
| New | +$269K | 0.08% | 179 |
|