First Growth Investment Manager’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$210K Sell
3,300
-10,950
-77% -$697K 0.35% 21
2023
Q1
$949K Sell
14,250
-13,700
-49% -$913K 1.71% 18
2022
Q4
$1.37M Buy
27,950
+3,000
+12% +$147K 2.99% 12
2022
Q3
$1.73M Sell
24,950
-17,157
-41% -$1.19M 2.73% 16
2022
Q2
$3.53M Buy
42,107
+162
+0.4% +$13.6K 4.56% 10
2022
Q1
$6.91M Buy
41,945
+4,600
+12% +$758K 5.04% 2
2021
Q4
$9.83M Sell
37,345
-1,700
-4% -$448K 5.07% 1
2021
Q3
$12.5M Buy
39,045
+145
+0.4% +$46.3K 4.54% 3
2021
Q2
$15.3M Hold
38,900
5.6% 2
2021
Q1
$13.3M Sell
38,900
-50
-0.1% -$17K 4.53% 1
2020
Q4
$13.2M Buy
+38,950
New +$13.2M 9.25% 1