Global Retirement Partners’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
+12,134
New +$1.51M 0.04% 399
2024
Q4
$149K Buy
1,383
+781
+130% +$84.4K ﹤0.01% 1080
2024
Q3
$39.3K Hold
602
﹤0.01% 1674
2024
Q2
$34.2K Sell
602
-20
-3% -$1.14K ﹤0.01% 1732
2024
Q1
$38K Sell
622
-2
-0.3% -$122 ﹤0.01% 1528
2023
Q4
$44.9K Sell
624
-337
-35% -$24.3K ﹤0.01% 1423
2023
Q3
$54.1K Sell
961
-25
-3% -$1.41K ﹤0.01% 1231
2023
Q2
$62.7K Sell
986
-392
-28% -$24.9K ﹤0.01% 1161
2023
Q1
$68.7K Buy
1,378
+515
+60% +$25.7K ﹤0.01% 1089
2022
Q4
$42.3K Buy
863
+464
+116% +$22.7K ﹤0.01% 1161
2022
Q3
$30K Sell
399
-280
-41% -$21.1K ﹤0.01% 1213
2022
Q2
$57K Hold
679
﹤0.01% 948
2022
Q1
$63K Buy
+679
New +$63K 0.01% 906
2021
Q4
Sell
-467
Closed -$149K 1684
2021
Q3
$149K Buy
467
+10
+2% +$3.19K 0.01% 541
2021
Q2
$180K Sell
457
-34
-7% -$13.4K 0.02% 478
2021
Q1
$167K Sell
491
-187
-28% -$63.6K 0.02% 447
2020
Q4
$230K Buy
678
+203
+43% +$68.9K 0.03% 379
2020
Q3
$117K Buy
475
+85
+22% +$20.9K 0.02% 459
2020
Q2
$86K Buy
390
+40
+11% +$8.82K 0.01% 513
2020
Q1
$31K Buy
350
+50
+17% +$4.43K 0.01% 686
2019
Q4
$29K Sell
300
-50
-14% -$4.83K ﹤0.01% 811
2019
Q3
$38K Buy
350
+50
+17% +$5.43K 0.01% 697
2019
Q2
$41K Buy
300
+200
+200% +$27.3K 0.01% 656
2019
Q1
$13K Buy
+100
New +$13K ﹤0.01% 987