Integrated Wealth Concepts’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
13,872
+5,849
| +73% | +$727K | 0.02% | 669 |
|
|
2025
Q1 | $786K | Sell |
8,023
-825
| -9% | -$80.8K | 0.01% | 935 |
|
|
2024
Q4 | $956K | Buy |
8,848
+887
| +11% | +$95.9K | 0.01% | 833 |
|
|
2024
Q3 | $519K | Sell |
7,961
-135
| -2% | -$8.81K | 0.01% | 1063 |
|
|
2024
Q2 | $460K | Sell |
8,096
-2,275
| -22% | -$129K | 0.01% | 1084 |
|
|
2024
Q1 | $634K | Sell |
10,371
-2,651
| -20% | -$162K | 0.01% | 943 |
|
|
2023
Q4 | $988K | Sell |
13,022
-694
| -5% | -$52.7K | 0.02% | 732 |
|
|
2023
Q3 | $803K | Buy |
13,716
+494
| +4% | +$28.9K | 0.01% | 778 |
|
|
2023
Q2 | $841K | Sell |
13,222
-15
| -0.1% | -$954 | 0.01% | 745 |
|
|
2023
Q1 | $882K | Buy |
+13,237
| New | +$882K | 0.02% | 662 |
|
|
2022
Q2 | – | Sell |
-2,397
| Closed | -$395K | – | 1073 |
|
|
2022
Q1 | $395K | Sell |
2,397
-1,096
| -31% | -$181K | 0.01% | 647 |
|
|
2021
Q4 | $920K | Sell |
3,493
-753
| -18% | -$198K | 0.03% | 451 |
|
|
2021
Q3 | $1.36M | Buy |
4,246
+1,167
| +38% | +$372K | 0.04% | 321 |
|
|
2021
Q2 | $1.21M | Sell |
3,079
-364
| -11% | -$144K | 0.04% | 309 |
|
|
2021
Q1 | $1.17M | Buy |
3,443
+2,617
| +317% | +$892K | 0.05% | 268 |
|
|
2020
Q4 | $280K | Buy |
+826
| New | +$280K | 0.01% | 530 |
|