LGT Financial 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 | $17.3K | Buy |
+139
| New | +$17.3K | 0.04% | 168 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 773 |
|
|
2024
Q3 | – | Sell |
-1,100
| Closed | -$62.5K | – | 793 |
|
|
2024
Q2 | $62.5K | Hold |
1,100
| – | – | 0.13% | 134 |
|
|
2024
Q1 | $67.3K | Hold |
1,100
| – | – | 0.08% | 202 |
|
|
2023
Q4 | $83.5K | Hold |
1,100
| – | – | 0.1% | 178 |
|
|
2023
Q3 | $64.4K | Buy |
+1,100
| New | +$64.4K | 0.08% | 196 |
|