J.P. Morgan Private Wealth Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.78M | Sell |
30,470
-498
| -2% | -$29.1K | 0.01% | 780 |
|
|
2023
Q2 | $1.97M | Sell |
30,968
-5,574
| -15% | -$355K | 0.01% | 564 |
|
|
2023
Q1 | $2.43M | Buy |
36,542
+1,681
| +5% | +$112K | 0.01% | 807 |
|
|
2022
Q4 | $1.71M | Sell |
34,861
-31,732
| -48% | -$1.55M | ﹤0.01% | 908 |
|
|
2022
Q3 | $4.6M | Buy |
66,593
+4,057
| +6% | +$280K | 0.01% | 579 |
|
|
2022
Q2 | $5.24M | Sell |
62,536
-14,145
| -18% | -$1.19M | 0.01% | 555 |
|
|
2022
Q1 | $12.6M | Buy |
76,681
+8,859
| +13% | +$1.46M | 0.03% | 393 |
|
|
2021
Q4 | $17.9M | Sell |
67,822
-47,940
| -41% | -$12.6M | 0.04% | 339 |
|
|
2021
Q3 | $36.9M | Buy |
115,762
+32,370
| +39% | +$10.3M | 0.09% | 222 |
|
|
2021
Q2 | $32.9M | Buy |
83,392
+25,171
| +43% | +$9.92M | 0.09% | 228 |
|
|
2021
Q1 | $19.8M | Sell |
58,221
-28,541
| -33% | -$9.73M | 0.06% | 268 |
|
|
2020
Q4 | $29.4M | Buy |
86,762
+17,496
| +25% | +$5.92M | 0.1% | 205 |
|
|
2020
Q3 | $17.1M | Buy |
69,266
+60,396
| +681% | +$14.9M | 0.07% | 235 |
|
|
2020
Q2 | $1.95M | Sell |
8,870
-12,717
| -59% | -$2.79M | 0.01% | 593 |
|
|
2020
Q1 | $1.93M | Buy |
21,587
+3,078
| +17% | +$275K | 0.01% | 549 |
|
|
2019
Q4 | $1.82M | Sell |
18,509
-1,542
| -8% | -$152K | 0.01% | 633 |
|
|
2019
Q3 | $2.21M | Buy |
20,051
+7,680
| +62% | +$845K | 0.01% | 570 |
|
|
2019
Q2 | $1.69M | Sell |
12,371
-35,738
| -74% | -$4.87M | 0.01% | 624 |
|
|
2019
Q1 | $6.22M | Sell |
48,109
-7,078
| -13% | -$914K | 0.03% | 357 |
|
|
2018
Q4 | $4.93M | Sell |
55,187
-8,990
| -14% | -$803K | 0.03% | 361 |
|
|
2018
Q3 | $5.54M | Buy |
64,177
+1,874
| +3% | +$162K | 0.03% | 407 |
|
|
2018
Q2 | $3.49M | Sell |
62,303
-591
| -0.9% | -$33.1K | 0.02% | 477 |
|
|
2018
Q1 | $2.4M | Sell |
62,894
-20,257
| -24% | -$773K | 0.02% | 448 |
|
|
2017
Q4 | $1.96M | Buy |
83,151
+36,279
| +77% | +$856K | 0.01% | 481 |
|
|
2017
Q3 | $1.4M | Buy |
46,872
+4,524
| +11% | +$135K | 0.01% | 542 |
|
|
2017
Q2 | $1.23M | Sell |
42,348
-4,722
| -10% | -$137K | 0.01% | 562 |
|
|
2017
Q1 | $1.36M | Sell |
47,070
-53,904
| -53% | -$1.56M | 0.01% | 552 |
|
|
2016
Q4 | $2.91M | Buy |
+100,974
| New | +$2.91M | 0.03% | 368 |
|