Delta Global Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Sell |
71,159
-129,758
| -65% | -$16.1M | 0.59% | 32 |
|
|
2025
Q1 | $19.7M | Sell |
200,917
-114,067
| -36% | -$11.2M | 1.42% | 22 |
|
|
2024
Q4 | $34M | Sell |
314,984
-373,584
| -54% | -$40.4M | 2.82% | 15 |
|
|
2024
Q3 | $44.9M | Buy |
688,568
+317,054
| +85% | +$20.7M | 3.02% | 15 |
|
|
2024
Q2 | $21.1M | Sell |
371,514
-214,978
| -37% | -$12.2M | 1.4% | 26 |
|
|
2024
Q1 | $35.9M | Buy |
586,492
+118,308
| +25% | +$7.23M | 2.73% | 16 |
|
|
2023
Q4 | $35.5M | Buy |
+468,184
| New | +$35.5M | 5.45% | 6 |
|