CFM Wealth Partners’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,377
| Closed | -$332K | – | 162 |
|
|
2023
Q4 | $332K | Sell |
4,377
-139
| -3% | -$10.5K | 0.08% | 130 |
|
|
2023
Q3 | $264K | Sell |
4,516
-7,535
| -63% | -$441K | 0.07% | 125 |
|
|
2023
Q2 | $767K | Sell |
12,051
-890
| -7% | -$56.6K | 0.19% | 88 |
|
|
2023
Q1 | $862K | Buy |
12,941
+737
| +6% | +$49.1K | 0.23% | 79 |
|
|
2022
Q4 | $598K | Sell |
12,204
-1,510
| -11% | -$73.9K | 0.18% | 99 |
|
|
2022
Q3 | $948K | Buy |
13,714
+1,092
| +9% | +$75.5K | 0.3% | 74 |
|
|
2022
Q2 | $1.06M | Buy |
12,622
+107
| +0.9% | +$8.97K | 0.32% | 71 |
|
|
2022
Q1 | $2.06M | Sell |
12,515
-757
| -6% | -$125K | 0.49% | 54 |
|
|
2021
Q4 | $3.84M | Buy |
13,272
+1,501
| +13% | +$434K | 0.86% | 28 |
|
|
2021
Q3 | $3.76M | Buy |
11,771
+1,862
| +19% | +$594K | 0.94% | 28 |
|
|
2021
Q2 | $3.91M | Buy |
9,909
+2,568
| +35% | +$1.01M | 1.04% | 24 |
|
|
2021
Q1 | $2.5M | Buy |
7,341
+1,801
| +33% | +$614K | 0.75% | 38 |
|
|
2020
Q4 | $1.88M | Buy |
5,540
+874
| +19% | +$296K | 0.6% | 43 |
|
|
2020
Q3 | $1.15M | Buy |
4,666
+605
| +15% | +$149K | 0.42% | 52 |
|
|
2020
Q2 | $891K | Buy |
4,061
+118
| +3% | +$25.9K | 0.34% | 61 |
|
|
2020
Q1 | $353K | Sell |
3,943
-182
| -4% | -$16.3K | 0.16% | 95 |
|
|
2019
Q4 | $493K | Buy |
+4,125
| New | +$493K | 0.18% | 86 |
|