LAM
Lynch Asset Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,800
| Closed | -$212K | – | 46 |
|
|
2023
Q4 | $212K | Sell |
2,800
-3,475
| -55% | -$264K | 0.12% | 46 |
|
|
2023
Q3 | $367K | Hold |
6,275
| – | – | 0.24% | 45 |
|
|
2023
Q2 | $399K | Hold |
6,275
| – | – | 0.26% | 44 |
|
|
2023
Q1 | $418K | Buy |
6,275
+1,500
| +31% | +$99.9K | 0.3% | 43 |
|
|
2022
Q4 | $234K | Sell |
4,775
-1,500
| -24% | -$73.4K | 0.2% | 47 |
|
|
2022
Q3 | $435K | Hold |
6,275
| – | – | 0.39% | 44 |
|
|
2022
Q2 | $526K | Buy |
6,275
+975
| +18% | +$81.7K | 0.43% | 42 |
|
|
2022
Q1 | $874K | Buy |
5,300
+3,800
| +253% | +$627K | 0.62% | 33 |
|
|
2021
Q4 | $395K | Buy |
+1,500
| New | +$395K | 0.27% | 39 |
|