Palo Alto Wealth 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 | $1.37M | Buy |
11,019
+4
| +0% | +$497 | 0.52% | 20 |
|
|
2025
Q1 | $1.26M | Sell |
11,015
-73
| -0.7% | -$8.36K | 0.49% | 19 |
|
|
2024
Q4 | $1.2M | Buy |
11,088
+359
| +3% | +$38.8K | 0.42% | 19 |
|
|
2024
Q3 | $757K | Buy |
+10,729
| New | +$757K | 0.31% | 23 |
|
|
2023
Q1 | – | Sell |
-10,729
| Closed | -$525K | – | 44 |
|
|
2022
Q4 | $525K | Buy |
+10,729
| New | +$525K | 0.45% | 28 |
|