CWP
Concord Wealth Partners’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Buy |
+124
| New | +$15.4K | ﹤0.01% | 494 |
|
|
2024
Q3 | – | Sell |
-11
| Closed | -$625 | – | 1026 |
|
|
2024
Q2 | $625 | Hold |
11
| – | – | ﹤0.01% | 751 |
|
|
2024
Q1 | $673 | Hold |
11
| – | – | ﹤0.01% | 805 |
|
|
2023
Q4 | $835 | Sell |
11
-39
| -78% | -$2.96K | ﹤0.01% | 767 |
|
|
2023
Q3 | $2.93K | Sell |
50
-54
| -52% | -$3.16K | ﹤0.01% | 807 |
|
|
2023
Q2 | $6.62K | Buy |
104
+40
| +63% | +$2.55K | ﹤0.01% | 662 |
|
|
2023
Q1 | $4.26K | Sell |
64
-662
| -91% | -$44.1K | ﹤0.01% | 697 |
|
|
2022
Q4 | $35.5K | Buy |
+726
| New | +$35.5K | 0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-1,629
| Closed | -$137K | – | 1075 |
|
|
2022
Q2 | $137K | Buy |
1,629
+1,197
| +277% | +$101K | 0.04% | 217 |
|
|
2022
Q1 | $71K | Sell |
432
-71
| -14% | -$11.7K | 0.02% | 366 |
|
|
2021
Q4 | $132K | Buy |
503
+370
| +278% | +$97.1K | 0.03% | 264 |
|
|
2021
Q3 | $42K | Sell |
133
-217
| -62% | -$68.5K | 0.02% | 249 |
|
|
2021
Q2 | $138K | Sell |
350
-30
| -8% | -$11.8K | 0.04% | 183 |
|
|
2021
Q1 | $129K | Buy |
380
+368
| +3,067% | +$125K | 0.04% | 178 |
|
|
2020
Q4 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 445 |
|