Montag & Associates’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
$63.2K Buy
2025
Q1
$49K Hold
2024
Q4
$54K Hold
2024
Q3
$32.6K Hold
2024
Q2
$28.4K Sell
2024
Q1
$30.8K Hold
2023
Q4
$38.2K Hold
2023
Q3
$29.4K Sell
2023
Q2
$32.4K Hold
2023
Q1
$34K Hold
2022
Q4
$25K Buy
2022
Q3
$26K Hold
2022
Q2
$32K Hold
2022
Q1
$62K Buy
2021
Q4
$95K Buy
2021
Q3
$108K Buy
2021
Q2
$128K Buy
2021
Q1
$103K Buy
2020
Q4
$97K Buy