KWM
Kingsview Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
2,376
-49
| -2% | -$6.09K | 0.01% | 950 |
|
|
2025
Q1 | $237K | Sell |
2,425
-191
| -7% | -$18.7K | ﹤0.01% | 982 |
|
|
2024
Q4 | $283K | Buy |
+2,616
| New | +$283K | 0.01% | 924 |
|
|
2024
Q1 | – | Sell |
-3,213
| Closed | -$244K | – | 1073 |
|
|
2023
Q4 | $244K | Buy |
+3,213
| New | +$244K | 0.01% | 830 |
|
|
2022
Q4 | – | Sell |
-3,361
| Closed | -$232K | – | 905 |
|
|
2022
Q3 | $232K | Buy |
3,361
+176
| +6% | +$12.1K | 0.01% | 713 |
|
|
2022
Q2 | $267K | Sell |
3,185
-182
| -5% | -$15.3K | 0.01% | 694 |
|
|
2022
Q1 | $555K | Sell |
3,367
-377
| -10% | -$62.1K | 0.02% | 545 |
|
|
2021
Q4 | $986K | Sell |
3,744
-591
| -14% | -$156K | 0.04% | 406 |
|
|
2021
Q3 | $1.38M | Sell |
4,335
-148
| -3% | -$47.2K | 0.07% | 295 |
|
|
2021
Q2 | $1.74M | Buy |
4,483
+794
| +22% | +$307K | 0.09% | 253 |
|
|
2021
Q1 | $1.3M | Buy |
3,689
+49
| +1% | +$17.3K | 0.07% | 274 |
|
|
2020
Q4 | $1.23M | Buy |
3,640
+1,377
| +61% | +$466K | 0.09% | 234 |
|
|
2020
Q3 | $559K | Buy |
2,263
+149
| +7% | +$36.8K | 0.05% | 341 |
|
|
2020
Q2 | $464K | Buy |
+2,114
| New | +$464K | 0.05% | 342 |
|
|
2019
Q4 | – | Sell |
-2,099
| Closed | -$231K | – | 487 |
|
|
2019
Q3 | $231K | Buy |
2,099
+452
| +27% | +$49.7K | 0.04% | 384 |
|
|
2019
Q2 | $225K | Sell |
1,647
-1,642
| -50% | -$224K | 0.04% | 372 |
|
|
2019
Q1 | $425K | Buy |
+3,289
| New | +$425K | 0.06% | 291 |
|