Qsemble Capital 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
Sell
-22,249
Closed -$2.18M 596
2025
Q1
$2.18M Buy
22,249
+13,287
+148% +$1.3M 0.23% 154
2024
Q4
$969K Buy
+8,962
New +$969K 0.13% 214
2024
Q3
Sell
-26,327
Closed -$1.5M 553
2024
Q2
$1.5M Buy
26,327
+7,699
+41% +$437K 0.28% 125
2024
Q1
$1.14M Buy
18,628
+12,318
+195% +$753K 0.25% 161
2023
Q4
$479K Buy
+6,310
New +$479K 0.12% 248
2023
Q3
Sell
-6,400
Closed -$407K 415
2023
Q2
$407K Sell
6,400
-6,600
-51% -$420K 0.29% 128
2023
Q1
$866K Buy
+13,000
New +$866K 0.58% 57