Meridian 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 | $804K | Buy |
6,467
+980
| +18% | +$122K | 0.03% | 352 |
|
|
2025
Q1 | $537K | Hold |
5,487
| – | – | 0.03% | 398 |
|
|
2024
Q4 | $593K | Sell |
5,487
-9,098
| -62% | -$983K | 0.03% | 378 |
|
|
2024
Q3 | $951K | Buy |
14,585
+1,538
| +12% | +$100K | 0.05% | 290 |
|
|
2024
Q2 | $741K | Buy |
+13,047
| New | +$741K | 0.09% | 142 |
|
|
2024
Q1 | – | Sell |
-11,618
| Closed | -$881K | – | 523 |
|
|
2023
Q4 | $881K | Sell |
11,618
-3,870
| -25% | -$294K | 0.06% | 278 |
|
|
2023
Q3 | $907K | Buy |
15,488
+4,848
| +46% | +$284K | 0.06% | 254 |
|
|
2023
Q2 | $677K | Buy |
10,640
+5,140
| +93% | +$327K | 0.06% | 269 |
|
|
2023
Q1 | $366K | Buy |
+5,500
| New | +$366K | 0.03% | 379 |
|
|
2019
Q4 | – | Sell |
-1,903
| Closed | -$209K | – | 218 |
|
|
2019
Q3 | $209K | Buy |
1,903
+802
| +73% | +$88.1K | 0.1% | 192 |
|
|
2019
Q2 | $1.5K | Buy |
+1,101
| New | +$1.5K | 0.06% | 240 |
|