Cresset Asset Management’s Twilio TWLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$824K Sell
6,622
-2,417
-27% -$301K ﹤0.01% 840
2025
Q1
$885K Sell
9,039
-331
-4% -$32.4K ﹤0.01% 815
2024
Q4
$1.01M Sell
9,370
-19,168
-67% -$2.07M ﹤0.01% 781
2024
Q3
$1.86M Buy
28,538
+13,993
+96% +$913K 0.01% 830
2024
Q2
$826K Sell
14,545
-10,551
-42% -$599K ﹤0.01% 1143
2024
Q1
$1.53M Sell
25,096
-936
-4% -$57.2K 0.01% 763
2023
Q4
$1.98M Buy
26,032
+54
+0.2% +$4.1K 0.01% 589
2023
Q3
$1.52M Buy
25,978
+1,171
+5% +$68.5K 0.01% 636
2023
Q2
$1.58M Buy
24,807
+20,995
+551% +$1.34M ﹤0.01% 602
2023
Q1
$254K Buy
+3,812
New +$254K 0.01% 685
2022
Q4
Sell
-3,792
Closed -$262K 892
2022
Q3
$262K Sell
3,792
-990
-21% -$68.4K ﹤0.01% 717
2022
Q2
$388K Buy
4,782
+1,555
+48% +$126K ﹤0.01% 634
2022
Q1
$532K Sell
3,227
-1,640
-34% -$270K 0.01% 587
2021
Q4
$1.28M Sell
4,867
-2,316
-32% -$610K 0.01% 381
2021
Q3
$2.29M Buy
7,183
+953
+15% +$304K 0.03% 206
2021
Q2
$2.46M Buy
6,230
+1,814
+41% +$715K 0.03% 174
2021
Q1
$1.51M Buy
4,416
+742
+20% +$253K 0.02% 216
2020
Q4
$1.24M Buy
3,674
+2,009
+121% +$680K 0.02% 210
2020
Q3
$411K Buy
+1,665
New +$411K 0.01% 415
2019
Q2
Sell
-107
Closed -$14K 1623
2019
Q1
$14K Buy
+107
New +$14K ﹤0.01% 1113