Forum Financial 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 | $753K | Buy |
6,055
+405
| +7% | +$50.4K | 0.01% | 278 |
|
|
2025
Q1 | $553K | Buy |
5,650
+1,099
| +24% | +$108K | 0.01% | 333 |
|
|
2024
Q4 | $492K | Buy |
+4,551
| New | +$492K | 0.01% | 383 |
|
|
2024
Q1 | – | Sell |
-2,880
| Closed | -$219K | – | 758 |
|
|
2023
Q4 | $219K | Buy |
+2,880
| New | +$219K | ﹤0.01% | 601 |
|
|
2022
Q2 | – | Sell |
-1,801
| Closed | -$296K | – | 656 |
|
|
2022
Q1 | $296K | Buy |
1,801
+585
| +48% | +$96.1K | 0.01% | 401 |
|
|
2021
Q4 | $320K | Buy |
+1,216
| New | +$320K | 0.02% | 385 |
|