Chicago Partners Investment Group’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
2,889
+410
+17% +$54.4K 0.01% 719
2025
Q1
$257K Sell
2,479
-111
-4% -$11.5K 0.01% 752
2024
Q4
$288K Buy
+2,590
New +$288K 0.01% 677
2023
Q1
Sell
-3,337
Closed -$212K 690
2022
Q4
$212K Buy
+3,337
New +$212K 0.01% 570
2021
Q4
Sell
-837
Closed -$249K 611
2021
Q3
$249K Buy
837
+276
+49% +$82.1K 0.02% 484
2021
Q2
$223K Buy
561
+18
+3% +$7.16K 0.02% 481
2021
Q1
$218K Buy
+543
New +$218K 0.02% 470
2020
Q3
Sell
-921
Closed -$233K 419
2020
Q2
$233K Buy
+921
New +$233K 0.03% 339