Gladstone Institutional Advisory’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
+3,977
| New | +$495K | 0.02% | 497 |
|
|
2024
Q2 | – | Sell |
-6,035
| Closed | -$369K | – | 694 |
|
|
2024
Q1 | $369K | Buy |
+6,035
| New | +$369K | 0.02% | 489 |
|
|
2022
Q2 | – | Sell |
-1,641
| Closed | -$270K | – | 732 |
|
|
2022
Q1 | $270K | Buy |
1,641
+178
| +12% | +$29.3K | 0.02% | 583 |
|
|
2021
Q4 | $385K | Sell |
1,463
-307
| -17% | -$80.8K | 0.03% | 431 |
|
|
2021
Q3 | $565K | Buy |
1,770
+727
| +70% | +$232K | 0.06% | 299 |
|
|
2021
Q2 | $411K | Buy |
1,043
+86
| +9% | +$33.9K | 0.05% | 328 |
|
|
2021
Q1 | $326K | Sell |
957
-5
| -0.5% | -$1.7K | 0.05% | 305 |
|
|
2020
Q4 | $326K | Buy |
+962
| New | +$326K | 0.06% | 216 |
|
|
2019
Q4 | – | Sell |
-2,502
| Closed | -$275K | – | 292 |
|
|
2019
Q3 | $275K | Buy |
2,502
+432
| +21% | +$47.5K | 0.07% | 220 |
|
|
2019
Q2 | $282K | Buy |
+2,070
| New | +$282K | 0.09% | 213 |
|