EverSource Wealth Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
1,723
-25
| -1% | -$3.11K | 0.01% | 821 |
|
|
2025
Q1 | $171K | Buy |
1,748
+28
| +2% | +$2.74K | 0.01% | 714 |
|
|
2024
Q4 | $186K | Buy |
1,720
+209
| +14% | +$22.6K | 0.01% | 683 |
|
|
2024
Q3 | $98.5K | Sell |
1,511
-884
| -37% | -$57.7K | 0.01% | 792 |
|
|
2024
Q2 | $142K | Sell |
2,395
-1,301
| -35% | -$76.9K | 0.01% | 678 |
|
|
2024
Q1 | $221K | Sell |
3,696
-2,282
| -38% | -$137K | 0.02% | 457 |
|
|
2023
Q4 | $454K | Sell |
5,978
-288
| -5% | -$21.9K | 0.04% | 259 |
|
|
2023
Q3 | $367K | Sell |
6,266
-371
| -6% | -$21.7K | 0.04% | 268 |
|
|
2023
Q2 | $422K | Sell |
6,637
-92
| -1% | -$5.85K | 0.05% | 252 |
|
|
2023
Q1 | $448K | Buy |
6,729
+25
| +0.4% | +$1.67K | 0.06% | 232 |
|
|
2022
Q4 | $328K | Buy |
6,704
+5,954
| +794% | +$292K | 0.05% | 264 |
|
|
2022
Q3 | $52K | Sell |
750
-147
| -16% | -$10.2K | 0.01% | 625 |
|
|
2022
Q2 | $74K | Buy |
+897
| New | +$74K | 0.02% | 475 |
|