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Semanteon Capital Management’s Twilio TWLO Stock Holding History

Semanteon Capital Management’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,035
Closed -$689K – 270
2025
Q1 		$689K Buy
7,035
+2,026
+40% +$198K 0.37% 123
2024
Q4 		$541K Buy
+5,009
New +$541K 0.29% 150