Carson Wealth (CWM LLC)’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
20,815
-1,435
| -6% | -$178K | 0.01% | 854 |
|
|
2025
Q1 | $2.18M | Sell |
22,250
-476
| -2% | -$46.6K | 0.01% | 800 |
|
|
2024
Q4 | $2.46M | Buy |
22,726
+2,157
| +10% | +$233K | 0.01% | 705 |
|
|
2024
Q3 | $1.34M | Buy |
20,569
+6,387
| +45% | +$417K | 0.01% | 870 |
|
|
2024
Q2 | $806K | Buy |
14,182
+7,948
| +127% | +$452K | ﹤0.01% | 1012 |
|
|
2024
Q1 | $381K | Buy |
6,234
+465
| +8% | +$28.4K | ﹤0.01% | 1228 |
|
|
2023
Q4 | $438K | Sell |
5,769
-525
| -8% | -$39.9K | ﹤0.01% | 1108 |
|
|
2023
Q3 | $368K | Sell |
6,294
-29
| -0.5% | -$1.7K | ﹤0.01% | 1082 |
|
|
2023
Q2 | $402K | Buy |
6,323
+503
| +9% | +$32K | ﹤0.01% | 1005 |
|
|
2023
Q1 | $388K | Buy |
5,820
+951
| +20% | +$63.4K | ﹤0.01% | 968 |
|
|
2022
Q4 | $238K | Buy |
4,869
+206
| +4% | +$10.1K | ﹤0.01% | 1032 |
|
|
2022
Q3 | $322K | Sell |
4,663
-58,617
| -93% | -$4.05M | ﹤0.01% | 886 |
|
|
2022
Q2 | $5.3M | Sell |
63,280
-11,056
| -15% | -$927K | 0.04% | 284 |
|
|
2022
Q1 | $12.3M | Sell |
74,336
-603
| -0.8% | -$99.4K | 0.09% | 187 |
|
|
2021
Q4 | $19.7M | Buy |
+74,939
| New | +$19.7M | 0.14% | 144 |
|
|
2021
Q2 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2021
Q1 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2020
Q4 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2020
Q3 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2020
Q2 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2020
Q1 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2019
Q4 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2019
Q3 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2019
Q2 | $15.8M | Hold |
40,015
| – | – | 0.13% | 161 |
|
|
2019
Q1 | $15.8M | Buy |
+40,015
| New | +$15.8M | 0.13% | 161 |
|
|
2018
Q4 | – | Sell |
-187
| Closed | -$16K | – | 2239 |
|
|
2018
Q3 | $16K | Buy |
+187
| New | +$16K | ﹤0.01% | 1017 |
|
|
2016
Q4 | – | Sell |
-130
| Closed | -$8K | – | 1184 |
|
|
2016
Q3 | $8K | Hold |
130
| – | – | ﹤0.01% | 753 |
|
|
2016
Q2 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 635 |
|