Creative Planning’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Sell |
48,531
-107
| -0.2% | -$13.3K | 0.01% | 698 |
|
|
2025
Q1 | $4.76M | Buy |
48,638
+13,717
| +39% | +$1.34M | ﹤0.01% | 728 |
|
|
2024
Q4 | $3.77M | Buy |
34,921
+2,470
| +8% | +$267K | ﹤0.01% | 778 |
|
|
2024
Q3 | $2.12M | Buy |
32,451
+4,322
| +15% | +$282K | ﹤0.01% | 1029 |
|
|
2024
Q2 | $1.6M | Sell |
28,129
-1,870
| -6% | -$106K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $1.83M | Buy |
29,999
+301
| +1% | +$18.4K | ﹤0.01% | 996 |
|
|
2023
Q4 | $2.25M | Sell |
29,698
-9,812
| -25% | -$744K | ﹤0.01% | 876 |
|
|
2023
Q3 | $2.31M | Buy |
39,510
+4,408
| +13% | +$258K | ﹤0.01% | 797 |
|
|
2023
Q2 | $2.23M | Buy |
35,102
+656
| +2% | +$41.7K | ﹤0.01% | 765 |
|
|
2023
Q1 | $2.3M | Buy |
34,446
+2,792
| +9% | +$186K | ﹤0.01% | 730 |
|
|
2022
Q4 | $1.55M | Sell |
31,654
-4,074
| -11% | -$199K | ﹤0.01% | 837 |
|
|
2022
Q3 | $2.47M | Buy |
35,728
+1,111
| +3% | +$76.8K | ﹤0.01% | 624 |
|
|
2022
Q2 | $2.9M | Buy |
34,617
+3,271
| +10% | +$274K | ﹤0.01% | 592 |
|
|
2022
Q1 | $5.17M | Sell |
31,346
-2,738
| -8% | -$451K | 0.01% | 444 |
|
|
2021
Q4 | $8.98M | Buy |
34,084
+6,569
| +24% | +$1.73M | 0.01% | 303 |
|
|
2021
Q3 | $8.78M | Sell |
27,515
-2,334
| -8% | -$745K | 0.02% | 288 |
|
|
2021
Q2 | $11.8M | Buy |
29,849
+2,013
| +7% | +$793K | 0.02% | 239 |
|
|
2021
Q1 | $9.49M | Buy |
27,836
+9,067
| +48% | +$3.09M | 0.02% | 280 |
|
|
2020
Q4 | $6.35M | Buy |
18,769
+7,175
| +62% | +$2.43M | 0.01% | 324 |
|
|
2020
Q3 | $2.87M | Buy |
11,594
+6,260
| +117% | +$1.55M | 0.01% | 443 |
|
|
2020
Q2 | $1.17M | Sell |
5,334
-6,076
| -53% | -$1.33M | ﹤0.01% | 677 |
|
|
2020
Q1 | $1.02M | Sell |
11,410
-163
| -1% | -$14.6K | ﹤0.01% | 633 |
|
|
2019
Q4 | $1.14M | Buy |
11,573
+1,289
| +13% | +$127K | ﹤0.01% | 724 |
|
|
2019
Q3 | $1.13M | Sell |
10,284
-296
| -3% | -$32.6K | ﹤0.01% | 697 |
|
|
2019
Q2 | $1.44M | Buy |
10,580
+1,173
| +12% | +$160K | ﹤0.01% | 602 |
|
|
2019
Q1 | $1.22M | Buy |
9,407
+1,370
| +17% | +$177K | ﹤0.01% | 648 |
|
|
2018
Q4 | $718K | Sell |
8,037
-4,256
| -35% | -$380K | ﹤0.01% | 795 |
|
|
2018
Q3 | $1.06M | Buy |
12,293
+3,477
| +39% | +$300K | ﹤0.01% | 735 |
|
|
2018
Q2 | $494K | Sell |
8,816
-5,571
| -39% | -$312K | ﹤0.01% | 1069 |
|
|
2018
Q1 | $549K | Buy |
14,387
+4,025
| +39% | +$154K | ﹤0.01% | 1024 |
|
|
2017
Q4 | $245K | Sell |
10,362
-1,321
| -11% | -$31.2K | ﹤0.01% | 1464 |
|
|
2017
Q3 | $349K | Sell |
11,683
-12,236
| -51% | -$366K | ﹤0.01% | 1231 |
|
|
2017
Q2 | $696K | Sell |
23,919
-656
| -3% | -$19.1K | ﹤0.01% | 846 |
|
|
2017
Q1 | $709K | Buy |
24,575
+19,017
| +342% | +$549K | ﹤0.01% | 807 |
|
|
2016
Q4 | $160K | Buy |
5,558
+1,369
| +33% | +$39.4K | ﹤0.01% | 1529 |
|
|
2016
Q3 | $270K | Sell |
4,189
-2,135
| -34% | -$138K | ﹤0.01% | 1225 |
|
|
2016
Q2 | $231K | Buy |
+6,324
| New | +$231K | ﹤0.01% | 1180 |
|