SVB Wealth’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,869
| Closed | -$477K | – | 1546 |
|
|
2025
Q1 | $477K | Buy |
4,869
+135
| +3% | +$13.2K | 0.02% | 218 |
|
|
2024
Q4 | $512K | Buy |
+4,734
| New | +$512K | 0.01% | 416 |
|
|
2024
Q3 | – | Sell |
-4,532
| Closed | -$257K | – | 567 |
|
|
2024
Q2 | $257K | Sell |
4,532
-5,078
| -53% | -$288K | 0.01% | 606 |
|
|
2024
Q1 | $588K | Buy |
9,610
+2,078
| +28% | +$127K | 0.01% | 441 |
|
|
2023
Q4 | $571K | Buy |
7,532
+2,179
| +41% | +$165K | 0.01% | 449 |
|
|
2023
Q3 | $313K | Sell |
5,353
-30
| -0.6% | -$1.76K | 0.01% | 594 |
|
|
2023
Q2 | $342K | Sell |
5,383
-1,110
| -17% | -$70.6K | 0.01% | 613 |
|
|
2023
Q1 | $433K | Sell |
6,493
-167
| -3% | -$11.1K | 0.01% | 582 |
|
|
2022
Q4 | $326K | Sell |
6,660
-999
| -13% | -$48.9K | ﹤0.01% | 710 |
|
|
2022
Q3 | $529K | Buy |
7,659
+5,269
| +220% | +$364K | 0.01% | 519 |
|
|
2022
Q2 | $200K | Buy |
2,390
+311
| +15% | +$26K | ﹤0.01% | 685 |
|
|
2022
Q1 | $342K | Sell |
2,079
-18
| -0.9% | -$2.96K | ﹤0.01% | 549 |
|
|
2021
Q4 | $552K | Buy |
2,097
+394
| +23% | +$104K | 0.01% | 431 |
|
|
2021
Q3 | $543K | Sell |
1,703
-114
| -6% | -$36.3K | 0.01% | 574 |
|
|
2021
Q2 | $716K | Buy |
1,817
+282
| +18% | +$111K | 0.01% | 474 |
|
|
2021
Q1 | $523K | Buy |
1,535
+12
| +0.8% | +$4.09K | 0.01% | 506 |
|
|
2020
Q4 | $516K | Buy |
+1,523
| New | +$516K | 0.01% | 467 |
|
|
2020
Q2 | – | Sell |
-4,336
| Closed | -$388K | – | 675 |
|
|
2020
Q1 | $388K | Buy |
+4,336
| New | +$388K | 0.01% | 350 |
|