Summit Trail Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $657K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $276K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $230K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $221K | Buy |
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|
2019
Q2 | $273K | Hold |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $73K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $38K | Buy |
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