Strategic Family Wealth Counselors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
19,117
+13
| +0.1% | +$1.62K | 0.68% | 38 |
|
|
2025
Q1 | $1.87M | Sell |
19,104
-1,819
| -9% | -$178K | 0.61% | 41 |
|
|
2024
Q4 | $2.26M | Sell |
20,923
-67
| -0.3% | -$7.24K | 0.74% | 38 |
|
|
2024
Q3 | $1.37M | Buy |
20,990
+6
| +0% | +$391 | 0.48% | 48 |
|
|
2024
Q2 | $1.19M | Hold |
20,984
| – | – | 0.45% | 47 |
|
|
2024
Q1 | $1.28M | Hold |
20,984
| – | – | 0.51% | 44 |
|
|
2023
Q4 | $1.59M | Sell |
20,984
-13
| -0.1% | -$986 | 0.67% | 37 |
|
|
2023
Q3 | $1.23M | Hold |
20,997
| – | – | 0.59% | 39 |
|
|
2023
Q2 | $1.34M | Hold |
20,997
| – | – | 0.61% | 36 |
|
|
2023
Q1 | $1.4M | Buy |
20,997
+13
| +0.1% | +$866 | 0.66% | 36 |
|
|
2022
Q4 | $1.03M | Buy |
20,984
+6
| +0% | +$294 | 0.51% | 40 |
|
|
2022
Q3 | $1.45M | Sell |
20,978
-19
| -0.1% | -$1.31K | 0.71% | 32 |
|
|
2022
Q2 | $1.76M | Buy |
20,997
+19
| +0.1% | +$1.59K | 0.84% | 30 |
|
|
2022
Q1 | $3.46M | Sell |
20,978
-7,162
| -25% | -$1.18M | 1.39% | 25 |
|
|
2021
Q4 | $7.41M | Buy |
28,140
+902
| +3% | +$238K | 2.38% | 11 |
|
|
2021
Q3 | $8.69M | Buy |
27,238
+892
| +3% | +$285K | 2.97% | 6 |
|
|
2021
Q2 | $10.4M | Buy |
26,346
+1,001
| +4% | +$395K | 3.4% | 5 |
|
|
2021
Q1 | $8.64M | Buy |
25,345
+24,134
| +1,993% | +$8.22M | 3.26% | 6 |
|
|
2020
Q4 | $410K | Buy |
+1,211
| New | +$410K | 0.21% | 57 |
|