CIA
Concurrent Investment Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,804
-4,074
| -69% | -$507K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $575K | Buy |
5,878
+3,993
| +212% | +$391K | 0.01% | 701 |
|
|
2024
Q4 | $204K | Buy |
1,885
+743
| +65% | +$80.3K | 0.01% | 974 |
|
|
2024
Q3 | $74.5K | Buy |
+1,142
| New | +$74.5K | ﹤0.01% | 990 |
|