Empirical Wealth 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 | $1.11M | Sell |
8,944
-1,469
| -14% | -$183K | 0.03% | 297 |
|
2025
Q1 | $1.02M | Sell |
10,413
-2,222
| -18% | -$218K | 0.03% | 294 |
|
2024
Q4 | $1.37M | Sell |
12,635
-1,813
| -13% | -$196K | 0.04% | 242 |
|
2024
Q3 | $942K | Buy |
14,448
+3,065
| +27% | +$200K | 0.03% | 272 |
|
2024
Q2 | $647K | Buy |
11,383
+172
| +2% | +$9.77K | 0.02% | 308 |
|
2024
Q1 | $686K | Buy |
11,211
+1,208
| +12% | +$73.9K | 0.02% | 293 |
|
2023
Q4 | $759K | Sell |
10,003
-7,614
| -43% | -$578K | 0.03% | 266 |
|
2023
Q3 | $1.03M | Buy |
17,617
+5,896
| +50% | +$345K | 0.04% | 220 |
|
2023
Q2 | $746K | Sell |
11,721
-7,715
| -40% | -$491K | 0.03% | 255 |
|
2023
Q1 | $1.3M | Buy |
19,436
+6,116
| +46% | +$408K | 0.06% | 180 |
|
2022
Q4 | $652K | Buy |
13,320
+1,795
| +16% | +$87.9K | 0.03% | 267 |
|
2022
Q3 | $797K | Buy |
11,525
+4,828
| +72% | +$334K | 0.04% | 221 |
|
2022
Q2 | $561K | Buy |
6,697
+50
| +0.8% | +$4.19K | 0.03% | 277 |
|
2022
Q1 | $1.1M | Sell |
6,647
-976
| -13% | -$161K | 0.05% | 200 |
|
2021
Q4 | $2.01M | Buy |
+7,623
| New | +$2.01M | 0.1% | 130 |
|