Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Twilio TWLO Stock Holding History

Kovitz Investment Group Partners’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$455K Sell
3,659
-1,092
-23% -$136K ﹤0.01% 1003
2025
Q1 		$465K Sell
4,751
-3,572
-43% -$350K ﹤0.01% 918
2024
Q4 		$900K Sell
8,323
-4,282
-34% -$463K ﹤0.01% 738
2024
Q3 		$759K Buy
+12,605
New +$759K 0.01% 687