Diversified Trust’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
8,930
+171
| +2% | +$21.3K | 0.02% | 354 |
|
|
2025
Q1 | $858K | Sell |
8,759
-8,329
| -49% | -$815K | 0.02% | 413 |
|
|
2024
Q4 | $1.85M | Sell |
17,088
-2,663
| -13% | -$288K | 0.05% | 240 |
|
|
2024
Q3 | $1.29M | Buy |
+19,751
| New | +$1.29M | 0.03% | 312 |
|
|
2024
Q1 | – | Sell |
-2,836
| Closed | -$215K | – | 930 |
|
|
2023
Q4 | $215K | Buy |
+2,836
| New | +$215K | 0.01% | 766 |
|
|
2022
Q1 | – | Sell |
-845
| Closed | -$223K | – | 891 |
|
|
2021
Q4 | $223K | Sell |
845
-2
| -0.2% | -$528 | 0.01% | 737 |
|
|
2021
Q3 | $270K | Buy |
+847
| New | +$270K | 0.01% | 631 |
|
|
2021
Q1 | – | Sell |
-1,193
| Closed | -$404K | – | 854 |
|
|
2020
Q4 | $404K | Buy |
1,193
+3
| +0.3% | +$1.02K | 0.02% | 422 |
|
|
2020
Q3 | $294K | Buy |
+1,190
| New | +$294K | 0.01% | 453 |
|