Carolina Wealth Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Sell |
178
-3,468
| -95% | -$431K | 0.01% | 116 |
|
|
2025
Q1 | $357K | Sell |
3,646
-5,381
| -60% | -$527K | 0.19% | 50 |
|
|
2024
Q4 | $976K | Buy |
9,027
+208
| +2% | +$22.5K | 0.53% | 24 |
|
|
2024
Q3 | $575K | Sell |
8,819
-807
| -8% | -$52.6K | 0.29% | 47 |
|
|
2024
Q2 | $547K | Buy |
9,626
+1,001
| +12% | +$56.9K | 0.27% | 49 |
|
|
2024
Q1 | $527K | Buy |
8,625
+28
| +0.3% | +$1.71K | 0.29% | 49 |
|
|
2023
Q4 | $652K | Sell |
8,597
-147
| -2% | -$11.2K | 0.34% | 38 |
|
|
2023
Q3 | $512K | Buy |
8,744
+549
| +7% | +$32.1K | 0.29% | 58 |
|
|
2023
Q2 | $521K | Buy |
8,195
+545
| +7% | +$34.7K | 0.31% | 41 |
|
|
2023
Q1 | $510K | Buy |
+7,650
| New | +$510K | 0.3% | 45 |
|