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