Lyell Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $576K | Sell |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $356K | Sell |
|
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|
2024
Q1 | $424K | Buy |
|
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $719K | Sell |
|
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|
2022
Q4 | $587K | Sell |
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|
2022
Q3 | $2.86M | Sell |
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|
2022
Q2 | $3.59M | Buy |
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|
2022
Q1 | $6.99M | Buy |
|
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|
2021
Q4 | $11.1M | Buy |
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|
2021
Q3 | $12.4M | Buy |
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|
2021
Q2 | $14.9M | Sell |
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|
2021
Q1 | $13.2M | Sell |
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|
2020
Q4 | $13.7M | Buy |
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|
2020
Q3 | $9.99M | Buy |
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|
2020
Q2 | $8.81M | Buy |
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|
2020
Q1 | $2.33M | Buy |
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|
2019
Q4 | $1.4M | Buy |
|