Corient Private Wealth’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07M Buy
24,663
+5,978
+32% +$743K ﹤0.01% 933
2025
Q1
$1.83M Buy
18,685
+804
+4% +$78.7K ﹤0.01% 1008
2024
Q4
$1.93M Sell
17,881
-2,523
-12% -$273K ﹤0.01% 1019
2024
Q3
$1.33M Buy
20,404
+3,348
+20% +$218K ﹤0.01% 1248
2024
Q2
$969K Sell
17,056
-630
-4% -$35.8K ﹤0.01% 1340
2024
Q1
$1.08M Buy
17,686
+3,448
+24% +$211K ﹤0.01% 1288
2023
Q4
$1.08M Sell
14,238
-3,164
-18% -$240K ﹤0.01% 1256
2023
Q3
$1.02M Buy
17,402
+479
+3% +$28K ﹤0.01% 1175
2023
Q2
$1.08M Sell
16,923
-2,340
-12% -$149K ﹤0.01% 1123
2023
Q1
$1.28M Buy
19,263
+7,336
+62% +$489K ﹤0.01% 989
2022
Q4
$584K Buy
+11,927
New +$584K ﹤0.01% 1091