Lyell Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
3,468
-450
| -11% | -$56K | 0.03% | 154 |
|
|
2025
Q1 | $384K | Sell |
3,918
-1,416
| -27% | -$139K | 0.04% | 157 |
|
|
2024
Q4 | $576K | Sell |
5,334
-513
| -9% | -$55.4K | 0.05% | 137 |
|
|
2024
Q3 | $381K | Sell |
5,847
-420
| -7% | -$27.4K | 0.03% | 162 |
|
|
2024
Q2 | $356K | Sell |
6,267
-669
| -10% | -$38K | 0.03% | 153 |
|
|
2024
Q1 | $424K | Buy |
6,936
+280
| +4% | +$17.1K | 0.04% | 144 |
|
|
2023
Q4 | $505K | Buy |
6,656
+2,653
| +66% | +$201K | 0.06% | 135 |
|
|
2023
Q3 | $234K | Sell |
4,003
-988
| -20% | -$57.8K | 0.03% | 165 |
|
|
2023
Q2 | $318K | Sell |
4,991
-5,800
| -54% | -$369K | 0.04% | 156 |
|
|
2023
Q1 | $719K | Sell |
10,791
-1,196
| -10% | -$79.7K | 0.1% | 125 |
|
|
2022
Q4 | $587K | Sell |
11,987
-29,411
| -71% | -$1.44M | 0.09% | 130 |
|
|
2022
Q3 | $2.86M | Sell |
41,398
-1,461
| -3% | -$101K | 0.49% | 72 |
|
|
2022
Q2 | $3.59M | Buy |
42,859
+461
| +1% | +$38.6K | 0.59% | 64 |
|
|
2022
Q1 | $6.99M | Buy |
42,398
+192
| +0.5% | +$31.6K | 0.9% | 37 |
|
|
2021
Q4 | $11.1M | Buy |
42,206
+3,493
| +9% | +$920K | 1.27% | 28 |
|
|
2021
Q3 | $12.4M | Buy |
38,713
+1,036
| +3% | +$331K | 1.5% | 24 |
|
|
2021
Q2 | $14.9M | Sell |
37,677
-1,148
| -3% | -$453K | 1.84% | 12 |
|
|
2021
Q1 | $13.2M | Sell |
38,825
-1,745
| -4% | -$595K | 1.93% | 10 |
|
|
2020
Q4 | $13.7M | Buy |
40,570
+144
| +0.4% | +$48.7K | 2.19% | 7 |
|
|
2020
Q3 | $9.99M | Buy |
40,426
+291
| +0.7% | +$71.9K | 1.87% | 16 |
|
|
2020
Q2 | $8.81M | Buy |
40,135
+14,076
| +54% | +$3.09M | 1.93% | 14 |
|
|
2020
Q1 | $2.33M | Buy |
26,059
+11,824
| +83% | +$1.06M | 0.7% | 56 |
|
|
2019
Q4 | $1.4M | Buy |
+14,235
| New | +$1.4M | 0.37% | 65 |
|