NewEdge Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
5,770
+1,841
| +47% | +$229K | ﹤0.01% | 1475 |
|
|
2025
Q1 | $385K | Sell |
3,929
-3,381
| -46% | -$331K | ﹤0.01% | 1743 |
|
|
2024
Q4 | $790K | Buy |
7,310
+7,044
| +2,648% | +$761K | ﹤0.01% | 1290 |
|
|
2024
Q3 | $17.3K | Sell |
266
-77
| -22% | -$5.02K | ﹤0.01% | 2755 |
|
|
2024
Q2 | $19.5K | Sell |
343
-8
| -2% | -$455 | ﹤0.01% | 2636 |
|
|
2024
Q1 | $21.5K | Sell |
351
-1,428
| -80% | -$87.3K | ﹤0.01% | 2608 |
|
|
2023
Q4 | $135K | Sell |
1,779
-116
| -6% | -$8.8K | ﹤0.01% | 1848 |
|
|
2023
Q3 | $111K | Buy |
1,895
+1,435
| +312% | +$84K | ﹤0.01% | 1796 |
|
|
2023
Q2 | $29.3K | Buy |
460
+275
| +149% | +$17.5K | ﹤0.01% | 2270 |
|
|
2023
Q1 | $12.3K | Sell |
185
-6,743
| -97% | -$449K | ﹤0.01% | 2505 |
|
|
2022
Q4 | $268K | Buy |
+6,928
| New | +$268K | 0.01% | 1059 |
|
|
2022
Q3 | – | Sell |
-5,238
| Closed | -$439K | – | 1656 |
|
|
2022
Q2 | $439K | Buy |
+5,238
| New | +$439K | 0.01% | 1046 |
|
|
2022
Q1 | – | Sell |
-6,372
| Closed | -$1.68M | – | 1614 |
|
|
2021
Q4 | $1.68M | Buy |
6,372
+2,014
| +46% | +$530K | 0.03% | 508 |
|
|
2021
Q3 | $1.39M | Buy |
4,358
+2,162
| +98% | +$690K | 0.03% | 419 |
|
|
2021
Q2 | $866K | Sell |
2,196
-2,944
| -57% | -$1.16M | 0.02% | 542 |
|
|
2021
Q1 | $1.75M | Buy |
5,140
+494
| +11% | +$168K | 0.05% | 314 |
|
|
2020
Q4 | $1.57M | Buy |
4,646
+1,791
| +63% | +$606K | 0.05% | 299 |
|
|
2020
Q3 | $705K | Sell |
2,855
-257
| -8% | -$63.5K | 0.02% | 476 |
|
|
2020
Q2 | $682K | Sell |
3,112
-1,883
| -38% | -$413K | 0.03% | 468 |
|
|
2020
Q1 | $447K | Buy |
+4,995
| New | +$447K | 0.02% | 487 |
|
|
2019
Q3 | – | Sell |
-1,759
| Closed | -$240K | – | 843 |
|
|
2019
Q2 | $240K | Buy |
1,759
+128
| +8% | +$17.5K | 0.01% | 575 |
|
|
2019
Q1 | $211K | Buy |
+1,631
| New | +$211K | 0.01% | 615 |
|
|
2018
Q4 | – | Sell |
-2,888
| Closed | -$249K | – | 718 |
|
|
2018
Q3 | $249K | Buy |
+2,888
| New | +$249K | 0.02% | 543 |
|
|
2017
Q4 | – | Sell |
-6,920
| Closed | -$223K | – | 425 |
|
|
2017
Q3 | $223K | Sell |
6,920
-500
| -7% | -$16.1K | 0.03% | 338 |
|
|
2017
Q2 | $213K | Buy |
+7,420
| New | +$213K | 0.04% | 310 |
|