SW
SkyOak Wealth’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
2,333
| – | – | 0.06% | 179 |
|
|
2025
Q1 | $228K | Sell |
2,333
-600
| -20% | -$58.7K | 0.05% | 213 |
|
|
2024
Q4 | $317K | Buy |
+2,933
| New | +$317K | 0.07% | 171 |
|
|
2024
Q2 | – | Sell |
-4,378
| Closed | -$268K | – | 265 |
|
|
2024
Q1 | $268K | Buy |
4,378
+300
| +7% | +$18.3K | 0.06% | 204 |
|
|
2023
Q4 | $309K | Hold |
4,078
| – | – | 0.08% | 175 |
|
|
2023
Q3 | $239K | Hold |
4,078
| – | – | 0.07% | 198 |
|
|
2023
Q2 | $259K | Sell |
4,078
-169
| -4% | -$10.8K | 0.07% | 191 |
|
|
2023
Q1 | $283K | Buy |
+4,247
| New | +$283K | 0.09% | 166 |
|
|
2022
Q4 | – | Sell |
-4,039
| Closed | -$279K | – | 243 |
|
|
2022
Q3 | $279K | Sell |
4,039
-650
| -14% | -$44.9K | 0.1% | 164 |
|
|
2022
Q2 | $393K | Sell |
4,689
-1,875
| -29% | -$157K | 0.13% | 133 |
|
|
2022
Q1 | $1.08M | Buy |
6,564
+363
| +6% | +$59.8K | 0.3% | 81 |
|
|
2021
Q4 | $1.63M | Hold |
6,201
| – | – | 0.42% | 64 |
|
|
2021
Q3 | $1.98M | Sell |
6,201
-50
| -0.8% | -$15.9K | 0.53% | 50 |
|
|
2021
Q2 | $2.46M | Sell |
6,251
-2,969
| -32% | -$1.17M | 0.66% | 43 |
|
|
2021
Q1 | $3.63M | Sell |
9,220
-1,400
| -13% | -$551K | 1.01% | 26 |
|
|
2020
Q4 | $3.6M | Buy |
10,620
+494
| +5% | +$167K | 1.12% | 24 |
|
|
2020
Q3 | $2.5M | Sell |
10,126
-2,723
| -21% | -$673K | 0.9% | 31 |
|
|
2020
Q2 | $2.82M | Buy |
12,849
+5,363
| +72% | +$1.18M | 1.04% | 24 |
|
|
2020
Q1 | $670K | Buy |
7,486
+7
| +0.1% | +$627 | 0.34% | 72 |
|
|
2019
Q4 | $735K | Buy |
+7,479
| New | +$735K | 0.23% | 100 |
|