TCP
ThornTree Capital Partners’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-65,681
| Closed | -$17.3M | – | 25 |
|
|
2021
Q4 | $17.3M | Buy |
65,681
+7,168
| +12% | +$1.89M | 3.35% | 13 |
|
|
2021
Q3 | $18.7M | Hold |
58,513
| – | – | 2.64% | 16 |
|
|
2021
Q2 | $23.1M | Sell |
58,513
-19,362
| -25% | -$7.63M | 3.11% | 14 |
|
|
2021
Q1 | $26.5M | Sell |
77,875
-15,747
| -17% | -$5.37M | 3.42% | 11 |
|
|
2020
Q4 | $31.7M | Sell |
93,622
-11,200
| -11% | -$3.79M | 3.96% | 11 |
|
|
2020
Q3 | $25.9M | Sell |
104,822
-11,900
| -10% | -$2.94M | 3.67% | 14 |
|
|
2020
Q2 | $25.6M | Sell |
116,722
-95,200
| -45% | -$20.9M | 4.04% | 13 |
|
|
2020
Q1 | $19M | Sell |
211,922
-38,800
| -15% | -$3.47M | 5.26% | 11 |
|
|
2019
Q4 | $24.6M | Sell |
250,722
-36,300
| -13% | -$3.57M | 6.78% | 9 |
|
|
2019
Q3 | $31.6M | Buy |
287,022
+86,200
| +43% | +$9.48M | 9.66% | 4 |
|
|
2019
Q2 | $27.4M | Sell |
200,822
-57,250
| -22% | -$7.81M | 8.64% | 2 |
|
|
2019
Q1 | $33.3M | Sell |
258,072
-42,000
| -14% | -$5.43M | 9.58% | 3 |
|
|
2018
Q4 | $26.8M | Buy |
+300,072
| New | +$26.8M | 8.42% | 4 |
|