CWM
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Congress Wealth Management’s Twilio TWLO Stock Holding History

Congress Wealth Management’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$359K Buy
2,882
+354
+14% +$44K ﹤0.01% 1013
2025
Q1 		$249K Sell
2,528
-921
-27% -$90.7K ﹤0.01% 980
2024
Q4 		$373K Buy
+3,449
New +$373K 0.01% 715