Geneos Wealth 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 | $15.4K | Buy |
124
+2
| +2% | +$249 | ﹤0.01% | 2149 |
|
|
2025
Q1 | $11.9K | Buy |
122
+114
| +1,425% | +$11.2K | ﹤0.01% | 2510 |
|
|
2024
Q4 | $865 | Sell |
8
-8
| -50% | -$865 | ﹤0.01% | 2802 |
|
|
2024
Q3 | $1.04K | Sell |
16
-314
| -95% | -$20.5K | ﹤0.01% | 2442 |
|
|
2024
Q2 | $18.7K | Sell |
330
-22
| -6% | -$1.25K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $21.5K | Buy |
352
+242
| +220% | +$14.8K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $8.35K | Buy |
110
+13
| +13% | +$986 | ﹤0.01% | 1592 |
|
|
2023
Q3 | $5.68K | Buy |
97
+5
| +5% | +$293 | ﹤0.01% | 1706 |
|
|
2023
Q2 | $5.85K | Hold |
92
| – | – | ﹤0.01% | 1703 |
|
|
2023
Q1 | $6.13K | Buy |
92
+8
| +10% | +$533 | ﹤0.01% | 1680 |
|
|
2022
Q4 | $4.11K | Sell |
84
-458
| -85% | -$22.4K | ﹤0.01% | 1747 |
|
|
2022
Q3 | $37K | Sell |
542
-100
| -16% | -$6.83K | ﹤0.01% | 1128 |
|
|
2022
Q2 | $54K | Sell |
642
-50
| -7% | -$4.21K | ﹤0.01% | 1253 |
|
|
2022
Q1 | $114K | Buy |
692
+109
| +19% | +$18K | ﹤0.01% | 1037 |
|
|
2021
Q4 | $153K | Sell |
583
-38
| -6% | -$9.97K | 0.01% | 990 |
|
|
2021
Q3 | $201K | Sell |
621
-340
| -35% | -$110K | 0.01% | 852 |
|
|
2021
Q2 | $373K | Sell |
961
-231
| -19% | -$89.7K | 0.01% | 636 |
|
|
2021
Q1 | $438K | Sell |
1,192
-35
| -3% | -$12.9K | 0.01% | 668 |
|
|
2020
Q4 | $361K | Buy |
1,227
+456
| +59% | +$134K | 0.01% | 630 |
|
|
2020
Q3 | $188K | Sell |
771
-85
| -10% | -$20.7K | 0.01% | 711 |
|
|
2020
Q2 | $189K | Buy |
856
+584
| +215% | +$129K | 0.01% | 692 |
|
|
2020
Q1 | $26K | Sell |
272
-830
| -75% | -$79.3K | ﹤0.01% | 1405 |
|
|
2019
Q4 | $110K | Buy |
1,102
+520
| +89% | +$51.9K | 0.01% | 914 |
|
|
2019
Q3 | $62K | Buy |
582
+86
| +17% | +$9.16K | ﹤0.01% | 1079 |
|
|
2019
Q2 | $67K | Buy |
496
+325
| +190% | +$43.9K | ﹤0.01% | 1063 |
|
|
2019
Q1 | $22K | Sell |
171
-29
| -15% | -$3.73K | ﹤0.01% | 1537 |
|
|
2018
Q4 | $17K | Buy |
200
+50
| +33% | +$4.25K | ﹤0.01% | 1575 |
|
|
2018
Q3 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 1789 |
|