LAM
LECAP Asset Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,789
| Closed | -$763K | – | 395 |
|
|
2025
Q1 | $763K | Sell |
7,789
-21,765
| -74% | -$2.13M | 0.18% | 199 |
|
|
2024
Q4 | $3.19M | Sell |
29,554
-17,824
| -38% | -$1.93M | 0.87% | 15 |
|
|
2024
Q3 | $3.09M | Sell |
47,378
-22,324
| -32% | -$1.46M | 0.67% | 40 |
|
|
2024
Q2 | $3.96M | Buy |
69,702
+10,774
| +18% | +$612K | 0.86% | 15 |
|
|
2024
Q1 | $3.6M | Buy |
58,928
+28,666
| +95% | +$1.75M | 0.75% | 31 |
|
|
2023
Q4 | $2.3M | Buy |
+30,262
| New | +$2.3M | 0.84% | 19 |
|