Institute for 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 | $336K | Buy |
2,702
+173
| +7% | +$21.5K | 0.04% | 404 |
|
|
2025
Q1 | $248K | Hold |
2,529
| – | – | 0.03% | 462 |
|
|
2024
Q4 | $273K | Buy |
+2,529
| New | +$273K | 0.03% | 419 |
|
|
2024
Q1 | – | Sell |
-2,645
| Closed | -$201K | – | 521 |
|
|
2023
Q4 | $201K | Buy |
+2,645
| New | +$201K | 0.03% | 462 |
|
|
2023
Q1 | – | Sell |
-4,266
| Closed | -$209K | – | 462 |
|
|
2022
Q4 | $209K | Sell |
4,266
-1,709
| -29% | -$83.7K | 0.04% | 413 |
|
|
2022
Q3 | $413K | Sell |
5,975
-366
| -6% | -$25.3K | 0.09% | 276 |
|
|
2022
Q2 | $531K | Buy |
6,341
+869
| +16% | +$72.8K | 0.1% | 257 |
|
|
2022
Q1 | $902K | Buy |
5,472
+1,556
| +40% | +$256K | 0.15% | 176 |
|
|
2021
Q4 | $1.03M | Buy |
3,916
+1,689
| +76% | +$445K | 0.17% | 154 |
|
|
2021
Q3 | $711K | Sell |
2,227
-7
| -0.3% | -$2.24K | 0.12% | 202 |
|
|
2021
Q2 | $881K | Buy |
2,234
+326
| +17% | +$129K | 0.15% | 173 |
|
|
2021
Q1 | $650K | Buy |
1,908
+231
| +14% | +$78.7K | 0.12% | 206 |
|
|
2020
Q4 | $568K | Sell |
1,677
-1
| -0.1% | -$339 | 0.11% | 219 |
|
|
2020
Q3 | $415K | Buy |
1,678
+188
| +13% | +$46.5K | 0.09% | 258 |
|
|
2020
Q2 | $327K | Buy |
+1,490
| New | +$327K | 0.08% | 309 |
|