RSWM
Robertson Stephens Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Sell |
6,100
-28
| -0.5% | -$3.48K | 0.02% | 296 |
|
|
2025
Q1 | $600K | Sell |
6,128
-201
| -3% | -$19.7K | 0.02% | 335 |
|
|
2024
Q4 | $684K | Sell |
6,329
-6,895
| -52% | -$745K | 0.02% | 309 |
|
|
2024
Q3 | $862K | Sell |
13,224
-187
| -1% | -$12.2K | 0.03% | 304 |
|
|
2024
Q2 | $762K | Buy |
13,411
+168
| +1% | +$9.54K | 0.04% | 265 |
|
|
2024
Q1 | $810K | Buy |
13,243
+47
| +0.4% | +$2.87K | 0.04% | 267 |
|
|
2023
Q4 | $1M | Sell |
13,196
-600
| -4% | -$45.5K | 0.06% | 220 |
|
|
2023
Q3 | $807K | Hold |
13,796
| – | – | 0.05% | 233 |
|
|
2023
Q2 | $878K | Sell |
13,796
-6,504
| -32% | -$414K | 0.06% | 206 |
|
|
2023
Q1 | $44.2M | Buy |
20,300
+6,504
| +47% | +$14.2M | 3.4% | 4 |
|
|
2022
Q4 | $675K | Buy |
13,796
+503
| +4% | +$24.6K | 0.07% | 219 |
|
|
2022
Q3 | $919K | Sell |
13,293
-24
| -0.2% | -$1.66K | 0.1% | 158 |
|
|
2022
Q2 | $1.12M | Sell |
13,317
-39
| -0.3% | -$3.27K | 0.11% | 149 |
|
|
2022
Q1 | $2.2M | Buy |
13,356
+236
| +2% | +$38.9K | 0.18% | 103 |
|
|
2021
Q4 | $3.46M | Buy |
+13,120
| New | +$3.46M | 0.29% | 78 |
|