Montag & Associates’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2K | Buy |
508
+8
| +2% | +$995 | ﹤0.01% | 535 |
|
|
2025
Q1 | $49K | Hold |
500
| – | – | ﹤0.01% | 622 |
|
|
2024
Q4 | $54K | Hold |
500
| – | – | ﹤0.01% | 595 |
|
|
2024
Q3 | $32.6K | Hold |
500
| – | – | ﹤0.01% | 670 |
|
|
2024
Q2 | $28.4K | Sell |
500
-3
| -0.6% | -$170 | ﹤0.01% | 673 |
|
|
2024
Q1 | $30.8K | Hold |
503
| – | – | ﹤0.01% | 652 |
|
|
2023
Q4 | $38.2K | Hold |
503
| – | – | ﹤0.01% | 617 |
|
|
2023
Q3 | $29.4K | Sell |
503
-7
| -1% | -$410 | ﹤0.01% | 617 |
|
|
2023
Q2 | $32.4K | Hold |
510
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $34K | Hold |
510
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $25K | Buy |
510
+134
| +36% | +$6.56K | ﹤0.01% | 633 |
|
|
2022
Q3 | $26K | Hold |
376
| – | – | ﹤0.01% | 629 |
|
|
2022
Q2 | $32K | Hold |
376
| – | – | ﹤0.01% | 597 |
|
|
2022
Q1 | $62K | Buy |
376
+17
| +5% | +$2.8K | ﹤0.01% | 529 |
|
|
2021
Q4 | $95K | Buy |
359
+19
| +6% | +$5.03K | ﹤0.01% | 491 |
|
|
2021
Q3 | $108K | Buy |
340
+15
| +5% | +$4.77K | 0.01% | 463 |
|
|
2021
Q2 | $128K | Buy |
325
+24
| +8% | +$9.45K | 0.01% | 442 |
|
|
2021
Q1 | $103K | Buy |
301
+13
| +5% | +$4.45K | 0.01% | 466 |
|
|
2020
Q4 | $97K | Buy |
+288
| New | +$97K | 0.01% | 454 |
|