Brandywine Managers’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$293K	Hold	2,357	–	–	0.29%	28
2025 Q1	$231K	Hold	2,357	–	–	0.28%	30
2024 Q4	$255K	Buy	+2,357	New	+$255K	0.27%	34
2024 Q2	–	Sell	-9,782	Closed	-$598K	–	43
2024 Q1	$598K	Hold	9,782	–	–	0.59%	24
2023 Q4	$742K	Hold	9,782	–	–	0.81%	22
2023 Q3	$573K	Hold	9,782	–	–	0.97%	22
2023 Q2	$622K	Hold	9,782	–	–	0.41%	31
2023 Q1	$652K	Hold	9,782	–	–	0.46%	26
2022 Q4	$479K	Hold	9,782	–	–	1.67%	21
2022 Q3	$676K	Hold	9,782	–	–	2.22%	13
2022 Q2	$820K	Hold	9,782	–	–	2.01%	9
2022 Q1	$1.61M	Hold	9,782	–	–	2.78%	6
2021 Q4	$2.58M	Hold	9,782	–	–	2.92%	5
2021 Q3	$3.12M	Hold	9,782	–	–	3.26%	6
2021 Q2	$3.86M	Hold	9,782	–	–	4.4%	5
2021 Q1	$3.33M	Buy	9,782 +2,482	+34%	+$846K	4.43%	3
2020 Q4	$2.47M	Hold	7,300	–	–	3.4%	7
2020 Q3	$1.8M	Hold	7,300	–	–	3.42%	5
2020 Q2	$1.6M	Hold	7,300	–	–	6.58%	2
2020 Q1	$653K	Sell	7,300 -3,980	-35%	-$356K	0.23%	6
2019 Q4	$1.11M	Hold	11,280	–	–	0.33%	16
2019 Q3	$1.24M	Buy	11,280 +3,980	+55%	+$438K	0.41%	10
2019 Q2	$995K	Hold	7,300	–	–	0.37%	19
2019 Q1	$943K	Hold	7,300	–	–	0.38%	18
2018 Q4	$652K	Hold	7,300	–	–	0.31%	19
2018 Q3	$630K	Hold	7,300	–	–	0.27%	20
2018 Q2	$409K	Sell	7,300 -200	-3%	-$11.2K	0.16%	22
2018 Q1	$286K	Buy	+7,500	New	+$286K	0.16%	24