HAM
Honeycomb Asset Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-95,500
| Closed | -$9.35M | – | 36 |
|
|
2025
Q1 | $9.35M | Buy |
+95,500
| New | +$9.35M | 4.46% | 9 |
|
|
2021
Q4 | – | Sell |
-150,000
| Closed | -$47.9M | – | 52 |
|
|
2021
Q3 | $47.9M | Buy |
150,000
+78,950
| +111% | +$25.2M | 2.93% | 10 |
|
|
2021
Q2 | $28M | Sell |
71,050
-75,185
| -51% | -$29.6M | 1.86% | 20 |
|
|
2021
Q1 | $49.8M | Buy |
+146,235
| New | +$49.8M | 2.98% | 13 |
|
|
2020
Q4 | – | Sell |
-158,196
| Closed | -$39.1M | – | 48 |
|
|
2020
Q3 | $39.1M | Buy |
+158,196
| New | +$39.1M | 2.96% | 12 |
|
|
2020
Q1 | – | Sell |
-175,000
| Closed | -$17.2M | – | 40 |
|
|
2019
Q4 | $17.2M | Buy |
+175,000
| New | +$17.2M | 1.65% | 22 |
|
|
2018
Q4 | – | Sell |
-100,000
| Closed | -$8.63M | – | 36 |
|
|
2018
Q3 | $8.63M | Hold |
100,000
| – | – | 0.84% | 22 |
|
|
2018
Q2 | $5.6M | Buy |
+100,000
| New | +$5.6M | 0.65% | 22 |
|