LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Hold |
1,295
| – | – | ﹤0.01% | 301 |
|
|
2025
Q1 | $113K | Hold |
1,295
| – | – | ﹤0.01% | 322 |
|
|
2024
Q4 | $180K | Hold |
1,295
| – | – | ﹤0.01% | 292 |
|
|
2024
Q3 | $92.3K | Hold |
1,295
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $77.7K | Sell |
1,295
-215
| -14% | -$12.9K | ﹤0.01% | 359 |
|
|
2024
Q1 | $88.5K | Hold |
1,510
| – | – | ﹤0.01% | 345 |
|
|
2023
Q4 | $106K | Hold |
1,510
| – | – | ﹤0.01% | 341 |
|
|
2023
Q3 | $78.8K | Hold |
1,510
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $96.1K | Sell |
1,510
-431
| -22% | -$27.4K | ﹤0.01% | 373 |
|
|
2023
Q1 | $129K | Hold |
1,941
| – | – | ﹤0.01% | 318 |
|
|
2022
Q4 | $95K | Hold |
1,941
| – | – | ﹤0.01% | 351 |
|
|
2022
Q3 | $134K | Hold |
1,941
| – | – | ﹤0.01% | 320 |
|
|
2022
Q2 | $163K | Sell |
1,941
-35
| -2% | -$2.94K | ﹤0.01% | 312 |
|
|
2022
Q1 | $326K | Sell |
1,976
-14
| -0.7% | -$2.31K | ﹤0.01% | 246 |
|
|
2021
Q4 | $524K | Hold |
1,990
| – | – | ﹤0.01% | 221 |
|
|
2021
Q3 | $635K | Hold |
1,990
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $784K | Sell |
1,990
-8
| -0.4% | -$3.15K | 0.01% | 189 |
|
|
2021
Q1 | $681K | Sell |
1,998
-58
| -3% | -$19.8K | 0.01% | 186 |
|
|
2020
Q4 | $696K | Buy |
2,056
+351
| +21% | +$119K | 0.01% | 179 |
|
|
2020
Q3 | $421K | Hold |
1,705
| – | – | 0.01% | 207 |
|
|
2020
Q2 | $374K | Buy |
1,705
+1,295
| +316% | +$284K | 0.01% | 202 |
|
|
2020
Q1 | $37K | Hold |
410
| – | – | ﹤0.01% | 406 |
|
|
2019
Q4 | $40K | Hold |
410
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $45K | Buy |
410
+16
| +4% | +$1.76K | ﹤0.01% | 417 |
|
|
2019
Q2 | $54K | Buy |
394
+385
| +4,278% | +$52.8K | ﹤0.01% | 397 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 690 |
|