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 |
|