London & Capital Asset Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-154,691
Closed -$9.46M 81
2024
Q1
$9.46M Buy
154,691
+21,038
+16% +$1.29M 0.72% 42
2023
Q4
$10.1M Sell
133,653
-2,343
-2% -$178K 0.85% 39
2023
Q3
$7.96M Buy
135,996
+13,185
+11% +$772K 0.73% 40
2023
Q2
$7.81M Buy
122,811
+5,582
+5% +$355K 0.77% 38
2023
Q1
$7.81M Buy
117,229
+3,336
+3% +$222K 0.73% 38
2022
Q4
$5.58M Buy
113,893
+16,559
+17% +$811K 0.51% 42
2022
Q3
$6.73M Buy
97,334
+13,035
+15% +$901K 0.63% 42
2022
Q2
$7.07M Sell
84,299
-766
-0.9% -$64.2K 0.56% 42
2022
Q1
$14M Buy
85,065
+18,622
+28% +$3.07M 1.04% 35
2021
Q4
$17.5M Buy
66,443
+13,914
+26% +$3.66M 1.07% 37
2021
Q3
$16.8M Buy
52,529
+12,871
+32% +$4.11M 1.22% 37
2021
Q2
$15.6M Buy
39,658
+10,411
+36% +$4.1M 1.28% 37
2021
Q1
$9.97M Buy
29,247
+7,542
+35% +$2.57M 0.93% 42
2020
Q4
$7.35M Buy
+21,705
New +$7.35M 0.82% 38