GeoWealth 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 | $195K | Buy |
1,568
+657
| +72% | +$81.7K | 0.01% | 667 |
|
|
2025
Q1 | $89.2K | Sell |
911
-32
| -3% | -$3.13K | ﹤0.01% | 808 |
|
|
2024
Q4 | $102K | Buy |
943
+351
| +59% | +$37.9K | ﹤0.01% | 958 |
|
|
2024
Q3 | $38.6K | Buy |
+592
| New | +$38.6K | ﹤0.01% | 1149 |
|
|
2022
Q2 | – | Sell |
-504
| Closed | -$83K | – | 396 |
|
|
2022
Q1 | $83K | Buy |
504
+38
| +8% | +$6.26K | 0.01% | 330 |
|
|
2021
Q4 | $123K | Buy |
466
+84
| +22% | +$22.2K | 0.01% | 295 |
|
|
2021
Q3 | $123K | Buy |
+382
| New | +$123K | 0.01% | 315 |
|