Clearstead Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97K | Buy |
780
+600
| +333% | +$74.6K | ﹤0.01% | 1066 |
|
|
2025
Q1 | $17.6K | Sell |
180
-44
| -20% | -$4.31K | ﹤0.01% | 1456 |
|
|
2024
Q4 | $24.2K | Buy |
224
+219
| +4,380% | +$23.7K | ﹤0.01% | 1326 |
|
|
2024
Q3 | $327 | Hold |
5
| – | – | ﹤0.01% | 1978 |
|
|
2024
Q2 | $285 | Hold |
5
| – | – | ﹤0.01% | 1965 |
|
|
2024
Q1 | $312 | Sell |
5
-35
| -88% | -$2.18K | ﹤0.01% | 1481 |
|
|
2023
Q4 | $3.04K | Sell |
40
-40
| -50% | -$3.04K | ﹤0.01% | 1233 |
|
|
2023
Q3 | $4.68K | Buy |
+80
| New | +$4.68K | ﹤0.01% | 1254 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$14K | – | 1378 |
|
|
2022
Q3 | $14K | Sell |
200
-24
| -11% | -$1.68K | ﹤0.01% | 837 |
|
|
2022
Q2 | $19K | Sell |
224
-1,288
| -85% | -$109K | ﹤0.01% | 817 |
|
|
2022
Q1 | $249K | Sell |
1,512
-163
| -10% | -$26.8K | 0.02% | 376 |
|
|
2021
Q4 | $441K | Sell |
1,675
-135
| -7% | -$35.5K | 0.03% | 270 |
|
|
2021
Q3 | $577K | Buy |
1,810
+135
| +8% | +$43K | 0.04% | 223 |
|
|
2021
Q2 | $660K | Sell |
1,675
-75
| -4% | -$29.6K | 0.05% | 197 |
|
|
2021
Q1 | $596K | Sell |
1,750
-250
| -13% | -$85.1K | 0.05% | 204 |
|
|
2020
Q4 | $677K | Hold |
2,000
| – | – | 0.06% | 183 |
|
|
2020
Q3 | $494K | Buy |
+2,000
| New | +$494K | 0.05% | 179 |
|