Sequoia Financial Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $311K | Buy |
2,504
+444
| +22% | +$55.2K | ﹤0.01% | 1236 |
|
2025
Q1 | $202K | Buy |
2,060
+174
| +9% | +$17K | ﹤0.01% | 1261 |
|
2024
Q4 | $204K | Buy |
+1,886
| New | +$204K | ﹤0.01% | 1206 |
|
2022
Q1 | – | Sell |
-789
| Closed | -$208K | – | 706 |
|
2021
Q4 | $208K | Buy |
+789
| New | +$208K | 0.01% | 548 |
|
2021
Q3 | – | Sell |
-612
| Closed | -$241K | – | 437 |
|
2021
Q2 | $241K | Buy |
+612
| New | +$241K | 0.01% | 419 |
|