BerganKDV 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
2023
Q2
$1.21K Sell
2023
Q1
$1.67K Hold
2022
Q4
$1.22K Buy
2022
Q3
$1K Buy
2022
Q2
$1K Sell
2022
Q1
$2K Sell
2021
Q4
$4K Buy
2021
Q3
$4K Sell
2021
Q2
$25K Buy
2021
Q1
$5K Hold
2020
Q4
$5K Hold
2020
Q3
$3K Hold
2020
Q2
$3K Buy