Peak Financial Advisors’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$476K Buy
2021
Q2
Sell
2021
Q1
$1.7M Buy
2020
Q4
$1.63M Buy