Institute for Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Sell |
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|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $273K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $902K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $711K | Sell |
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|
2021
Q2 | $881K | Buy |
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|
2021
Q1 | $650K | Buy |
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|
2020
Q4 | $568K | Sell |
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|
2020
Q3 | $415K | Buy |
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|
2020
Q2 | $327K | Buy |
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