Cerity Partners’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Sell
81,222
-17,474
-18% -$2.17M 0.02% 533
2025
Q1
$9.66M Buy
98,696
+12,175
+14% +$1.19M 0.02% 493
2024
Q4
$9.17M Buy
86,521
+21,353
+33% +$2.26M 0.02% 503
2024
Q3
$4.25M Buy
65,168
+18,960
+41% +$1.24M 0.01% 767
2024
Q2
$2.63M Buy
46,208
+24,519
+113% +$1.39M 0.01% 805
2024
Q1
$1.33M Buy
21,689
+8,646
+66% +$529K ﹤0.01% 1147
2023
Q4
$990K Buy
13,043
+6,681
+105% +$507K ﹤0.01% 983
2023
Q3
$372K Sell
6,362
-6,626
-51% -$388K ﹤0.01% 1074
2023
Q2
$826K Sell
12,988
-1,322
-9% -$84.1K ﹤0.01% 982
2023
Q1
$953K Buy
14,310
+1,137
+9% +$75.8K ﹤0.01% 995
2022
Q4
$645K Buy
13,173
+2,457
+23% +$120K ﹤0.01% 834
2022
Q3
$741K Sell
10,716
-645
-6% -$44.6K 0.01% 581
2022
Q2
$951K Sell
11,361
-47,734
-81% -$4M 0.01% 560
2022
Q1
$9.74M Buy
59,095
+2,932
+5% +$483K 0.15% 124
2021
Q4
$14.8M Buy
56,163
+8,768
+18% +$2.31M 0.23% 88
2021
Q3
$15.1M Buy
47,395
+18,637
+65% +$5.95M 0.33% 65
2021
Q2
$11.3M Buy
28,758
+21,041
+273% +$8.29M 0.25% 82
2021
Q1
$2.63M Buy
7,717
+3,031
+65% +$1.03M 0.06% 221
2020
Q4
$1.59M Buy
4,686
+22
+0.5% +$7.45K 0.05% 242
2020
Q3
$1.15M Buy
4,664
+968
+26% +$239K 0.05% 227
2020
Q2
$811K Buy
3,696
+38
+1% +$8.34K 0.04% 228
2020
Q1
$328K Sell
3,658
-218
-6% -$19.5K 0.02% 330
2019
Q4
$381K Buy
+3,876
New +$381K 0.02% 382
2019
Q3
Sell
-12,093
Closed -$1.65M 515
2019
Q2
$1.65M Buy
12,093
+10,143
+520% +$1.38M 0.1% 177
2019
Q1
$252K Buy
+1,950
New +$252K 0.02% 453