Cary Street Partners Investment Advisory’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Buy |
282
+73
| +35% | +$9.08K | 0.02% | 435 |
|
|
2025
Q1 | $20.5K | Buy |
209
+208
| +20,800% | +$20.4K | 0.01% | 440 |
|
|
2024
Q4 | $108 | Buy |
+1
| New | +$108 | ﹤0.01% | 515 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$585 | – | 1721 |
|
|
2023
Q3 | $585 | Hold |
10
| – | – | ﹤0.01% | 1786 |
|
|
2023
Q2 | $636 | Hold |
10
| – | – | ﹤0.01% | 1675 |
|
|
2023
Q1 | $666 | Hold |
10
| – | – | ﹤0.01% | 1594 |
|
|
2022
Q4 | $490 | Buy |
+10
| New | +$490 | ﹤0.01% | 1617 |
|
|
2020
Q4 | – | Sell |
-145
| Closed | -$36K | – | 828 |
|
|
2020
Q3 | $36K | Buy |
+145
| New | +$36K | 0.01% | 544 |
|