FA
Fiducient Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
3,000
-135
| -4% | -$16.8K | 0.05% | 110 |
|
|
2025
Q1 | $307K | Buy |
3,135
+1,000
| +47% | +$97.9K | 0.04% | 129 |
|
|
2024
Q4 | $231K | Sell |
2,135
-3,365
| -61% | -$364K | 0.03% | 134 |
|
|
2024
Q3 | $359K | Hold |
5,500
| – | – | 0.04% | 107 |
|
|
2024
Q2 | $312K | Buy |
5,500
+2,000
| +57% | +$114K | 0.04% | 113 |
|
|
2024
Q1 | $214K | Buy |
+3,500
| New | +$214K | 0.04% | 124 |
|