OneDigital Investment 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 | $384K | Buy |
3,084
+83
| +3% | +$10.3K | ﹤0.01% | 1031 |
|
|
2025
Q1 | $294K | Buy |
+3,001
| New | +$294K | ﹤0.01% | 1119 |
|
|
2024
Q3 | – | Sell |
-4,794
| Closed | -$272K | – | 1466 |
|
|
2024
Q2 | $272K | Buy |
+4,794
| New | +$272K | ﹤0.01% | 1153 |
|
|
2022
Q1 | – | Sell |
-920
| Closed | -$242K | – | 823 |
|
|
2021
Q4 | $242K | Buy |
920
+53
| +6% | +$13.9K | 0.01% | 649 |
|
|
2021
Q3 | $277K | Buy |
867
+78
| +10% | +$24.9K | 0.01% | 588 |
|
|
2021
Q2 | $311K | Sell |
789
-57
| -7% | -$22.5K | 0.01% | 538 |
|
|
2021
Q1 | $288K | Buy |
846
+142
| +20% | +$48.3K | 0.01% | 514 |
|
|
2020
Q4 | $238K | Buy |
+704
| New | +$238K | 0.01% | 541 |
|
|
2019
Q3 | – | Sell |
-2,574
| Closed | -$351K | – | 1067 |
|
|
2019
Q2 | $351K | Buy |
2,574
+2,474
| +2,474% | +$337K | 0.03% | 309 |
|
|
2019
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 831 |
|
|
2018
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 877 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 1239 |
|
|
2018
Q2 | $6K | Sell |
100
-200
| -67% | -$12K | ﹤0.01% | 1150 |
|
|
2018
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 1011 |
|
|
2017
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 1046 |
|
|
2017
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 825 |
|
|
2017
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 965 |
|