CWM
Cedar Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
3,327
| – | – | 0.14% | 53 |
|
|
2025
Q1 | $326K | Hold |
3,327
| – | – | 0.12% | 61 |
|
|
2024
Q4 | $360K | Sell |
3,327
-3,489
| -51% | -$377K | 0.13% | 55 |
|
|
2024
Q3 | $445K | Sell |
6,816
-951
| -12% | -$62K | 0.14% | 73 |
|
|
2024
Q2 | $441K | Buy |
7,767
+48
| +0.6% | +$2.73K | 0.14% | 77 |
|
|
2024
Q1 | $472K | Hold |
7,719
| – | – | 0.16% | 71 |
|
|
2023
Q4 | $586K | Buy |
7,719
+3,563
| +86% | +$270K | 0.21% | 57 |
|
|
2023
Q3 | $243K | Buy |
4,156
+10
| +0.2% | +$585 | 0.1% | 93 |
|
|
2023
Q2 | $264K | Sell |
4,146
-3,934
| -49% | -$250K | 0.1% | 88 |
|
|
2023
Q1 | $538K | Buy |
8,080
+103
| +1% | +$6.86K | 0.22% | 61 |
|
|
2022
Q4 | $391K | Buy |
7,977
+7,860
| +6,718% | +$385K | 0.19% | 65 |
|
|
2022
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 263 |
|
|
2022
Q2 | $10K | Buy |
117
+42
| +56% | +$3.59K | ﹤0.01% | 265 |
|
|
2022
Q1 | $12K | Buy |
75
+2
| +3% | +$320 | ﹤0.01% | 283 |
|
|
2021
Q4 | $19K | Buy |
+73
| New | +$19K | 0.01% | 254 |
|