J.W. Cole Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
4,167
+860
| +26% | +$107K | 0.01% | 904 |
|
|
2025
Q1 | $324K | Sell |
3,307
-746
| -18% | -$73K | 0.01% | 928 |
|
|
2024
Q4 | $438K | Buy |
4,053
+335
| +9% | +$36.2K | 0.02% | 647 |
|
|
2024
Q3 | $242K | Buy |
3,718
+39
| +1% | +$2.54K | 0.01% | 839 |
|
|
2024
Q2 | $209K | Sell |
3,679
-75
| -2% | -$4.26K | 0.01% | 845 |
|
|
2024
Q1 | $230K | Buy |
3,754
+809
| +27% | +$49.5K | 0.01% | 789 |
|
|
2023
Q4 | $223K | Sell |
2,945
-4,550
| -61% | -$345K | 0.01% | 725 |
|
|
2023
Q3 | $439K | Buy |
+7,495
| New | +$439K | 0.03% | 449 |
|
|
2022
Q2 | – | Sell |
-2,059
| Closed | -$339K | – | 815 |
|
|
2022
Q1 | $339K | Buy |
2,059
+253
| +14% | +$41.7K | 0.02% | 578 |
|
|
2021
Q4 | $476K | Buy |
1,806
+326
| +22% | +$85.9K | 0.03% | 485 |
|
|
2021
Q3 | $472K | Sell |
1,480
-15
| -1% | -$4.78K | 0.03% | 269 |
|
|
2021
Q2 | $589K | Buy |
1,495
+734
| +96% | +$289K | 0.05% | 384 |
|
|
2021
Q1 | $259K | Buy |
+761
| New | +$259K | 0.03% | 558 |
|