Optimum 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 | $104K | Buy |
835
+100
| +14% | +$12.4K | 0.05% | 245 |
|
|
2025
Q1 | $72K | Sell |
735
-75
| -9% | -$7.34K | 0.03% | 289 |
|
|
2024
Q4 | $87.5K | Buy |
810
+205
| +34% | +$22.2K | 0.04% | 272 |
|
|
2024
Q3 | $39.5K | Hold |
605
| – | – | 0.02% | 377 |
|
|
2024
Q2 | $34.4K | Hold |
605
| – | – | 0.02% | 389 |
|
|
2024
Q1 | $37K | Hold |
605
| – | – | 0.02% | 394 |
|
|
2023
Q4 | $45.9K | Buy |
605
+100
| +20% | +$7.59K | 0.02% | 361 |
|
|
2023
Q3 | $29.6K | Buy |
505
+205
| +68% | +$12K | 0.02% | 425 |
|
|
2023
Q2 | $19.1K | Hold |
300
| – | – | 0.01% | 478 |
|
|
2023
Q1 | $20K | Hold |
300
| – | – | 0.01% | 477 |
|
|
2022
Q4 | $14.7K | Hold |
300
| – | – | 0.01% | 526 |
|
|
2022
Q3 | $21K | Hold |
300
| – | – | 0.01% | 491 |
|
|
2022
Q2 | $25K | Hold |
300
| – | – | 0.01% | 485 |
|
|
2022
Q1 | $49K | Hold |
300
| – | – | 0.02% | 431 |
|
|
2021
Q4 | $79K | Buy |
300
+100
| +50% | +$26.3K | 0.03% | 380 |
|
|
2021
Q3 | $64K | Sell |
200
-100
| -33% | -$32K | 0.03% | 411 |
|
|
2021
Q2 | $118K | Hold |
300
| – | – | 0.04% | 348 |
|
|
2021
Q1 | $102K | Hold |
300
| – | – | 0.03% | 369 |
|
|
2020
Q4 | $102K | Hold |
300
| – | – | 0.03% | 349 |
|
|
2020
Q3 | $74K | Hold |
300
| – | – | 0.02% | 381 |
|
|
2020
Q2 | $66K | Sell |
300
-100
| -25% | -$22K | 0.02% | 389 |
|
|
2020
Q1 | $36K | Buy |
400
+150
| +60% | +$13.5K | 0.01% | 480 |
|
|
2019
Q4 | $25K | Sell |
250
-300
| -55% | -$30K | 0.01% | 638 |
|
|
2019
Q3 | $60K | Sell |
550
-250
| -31% | -$27.3K | 0.02% | 477 |
|
|
2019
Q2 | $109K | Buy |
+800
| New | +$109K | 0.04% | 364 |
|