Flossbach Von Storch’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-38,000
Closed -$1.86M 114
2022
Q4
$1.86M Sell
38,000
-3,933,000
-99% -$193M 0.01% 101
2022
Q3
$275M Buy
3,971,000
+21,000
+0.5% +$1.45M 1.01% 37
2022
Q2
$331M Buy
3,950,000
+2,731,000
+224% +$229M 1.11% 34
2022
Q1
$201M Buy
+1,219,000
New +$201M 0.56% 40