SWM
Selective Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Sell |
57,257
-1,763
| -3% | -$214K | 2.54% | 8 |
|
|
2025
Q1 | $5.13M | Sell |
59,020
-1,685
| -3% | -$146K | 2.23% | 10 |
|
|
2024
Q4 | $6.6M | Sell |
60,705
-4,248
| -7% | -$462K | 2.68% | 10 |
|
|
2024
Q3 | $4.4M | Sell |
64,953
-3,505
| -5% | -$237K | 1.83% | 13 |
|
|
2024
Q2 | $3.86M | Sell |
68,458
-4,184
| -6% | -$236K | 1.7% | 13 |
|
|
2024
Q1 | $4.49M | Sell |
72,642
-2,307
| -3% | -$143K | 1.95% | 12 |
|
|
2023
Q4 | $5.13M | Sell |
74,949
-4,362
| -5% | -$299K | 2.59% | 9 |
|
|
2023
Q3 | $4.46M | Sell |
79,311
-4,697
| -6% | -$264K | 2.45% | 11 |
|
|
2023
Q2 | $5.34M | Buy |
+84,008
| New | +$5.34M | 2.66% | 10 |
|
|
2022
Q4 | $4.71M | Sell |
86,724
-13,737
| -14% | -$745K | 2.48% | 10 |
|
|
2022
Q3 | $6.95M | Buy |
100,461
+20,995
| +26% | +$1.45M | 2.98% | 6 |
|
|
2022
Q2 | $6.66M | Buy |
+79,466
| New | +$6.66M | 2.37% | 13 |
|