Perigon Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
2,707
-502
| -16% | -$62.4K | 0.01% | 805 |
|
|
2025
Q1 | $314K | Sell |
3,209
-37
| -1% | -$3.62K | 0.01% | 798 |
|
|
2024
Q4 | $372K | Sell |
3,246
-1,026
| -24% | -$118K | 0.01% | 735 |
|
|
2024
Q3 | $279K | Sell |
4,272
-787
| -16% | -$51.3K | 0.01% | 817 |
|
|
2024
Q2 | $287K | Buy |
5,059
+501
| +11% | +$28.5K | 0.01% | 705 |
|
|
2024
Q1 | $279K | Sell |
4,558
-23
| -0.5% | -$1.41K | 0.01% | 703 |
|
|
2023
Q4 | $348K | Sell |
4,581
-3,241
| -41% | -$246K | 0.01% | 610 |
|
|
2023
Q3 | $458K | Sell |
7,822
-1,212
| -13% | -$70.9K | 0.02% | 465 |
|
|
2023
Q2 | $575K | Buy |
9,034
+1,225
| +16% | +$77.9K | 0.02% | 426 |
|
|
2023
Q1 | $520K | Sell |
7,809
-673
| -8% | -$44.8K | 0.03% | 388 |
|
|
2022
Q4 | $415K | Sell |
8,482
-2,060
| -20% | -$101K | 0.03% | 428 |
|
|
2022
Q3 | $729K | Sell |
10,542
-166
| -2% | -$11.5K | 0.06% | 257 |
|
|
2022
Q2 | $897K | Buy |
10,708
+3,330
| +45% | +$279K | 0.08% | 220 |
|
|
2022
Q1 | $1.22M | Buy |
7,378
+487
| +7% | +$80.3K | 0.09% | 203 |
|
|
2021
Q4 | $1.82M | Sell |
6,891
-538
| -7% | -$142K | 0.13% | 142 |
|
|
2021
Q3 | $2.37M | Buy |
7,429
+1,522
| +26% | +$486K | 0.21% | 98 |
|
|
2021
Q2 | $2.33M | Buy |
5,907
+26
| +0.4% | +$10.2K | 0.21% | 91 |
|
|
2021
Q1 | $2M | Buy |
5,881
+1,529
| +35% | +$521K | 0.2% | 102 |
|
|
2020
Q4 | $1.47M | Buy |
4,352
+75
| +2% | +$25.4K | 0.17% | 103 |
|
|
2020
Q3 | $1.06M | Sell |
4,277
-185
| -4% | -$45.7K | 0.15% | 121 |
|
|
2020
Q2 | $979K | Sell |
4,462
-814
| -15% | -$179K | 0.16% | 106 |
|
|
2020
Q1 | $503K | Buy |
5,276
+706
| +15% | +$67.3K | 0.09% | 167 |
|
|
2019
Q4 | $491K | Buy |
4,570
+260
| +6% | +$27.9K | 0.1% | 144 |
|
|
2019
Q3 | $497K | Sell |
4,310
-356
| -8% | -$41.1K | 0.12% | 122 |
|
|
2019
Q2 | $636K | Buy |
4,666
+474
| +11% | +$64.6K | 0.15% | 103 |
|
|
2019
Q1 | $554K | Sell |
4,192
-791
| -16% | -$105K | 0.13% | 117 |
|
|
2018
Q4 | $519K | Buy |
4,983
+139
| +3% | +$14.5K | 0.13% | 118 |
|
|
2018
Q3 | $418K | Sell |
4,844
-1,023
| -17% | -$88.3K | 0.1% | 134 |
|
|
2018
Q2 | $329K | Buy |
+5,867
| New | +$329K | 0.1% | 173 |
|
|
2017
Q4 | – | Sell |
-5,021
| Closed | -$150K | – | 672 |
|
|
2017
Q3 | $150K | Sell |
5,021
-11,666
| -70% | -$349K | 0.05% | 217 |
|
|
2017
Q2 | $486K | Buy |
16,687
+1,362
| +9% | +$39.7K | 0.11% | 173 |
|
|
2017
Q1 | $442K | Buy |
15,325
+693
| +5% | +$20K | 0.09% | 189 |
|
|
2016
Q4 | $436K | Buy |
+14,632
| New | +$436K | 0.1% | 186 |
|