Toronado Partners’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
143,609
-4,045
| -3% | -$503K | 12.68% | 3 |
|
|
2025
Q1 | $14.5M | Sell |
147,654
-12,596
| -8% | -$1.23M | 10.11% | 4 |
|
|
2024
Q4 | $17.3M | Sell |
160,250
-131,000
| -45% | -$14.2M | 10.94% | 2 |
|
|
2024
Q3 | $19M | Buy |
291,250
+64,530
| +28% | +$4.21M | 11.35% | 3 |
|
|
2024
Q2 | $12.9M | Sell |
226,720
-80,604
| -26% | -$4.58M | 8.25% | 7 |
|
|
2024
Q1 | $18.8M | Buy |
307,324
+75,131
| +32% | +$4.59M | 10.41% | 4 |
|
|
2023
Q4 | $17.6M | Buy |
232,193
+55,916
| +32% | +$4.24M | 9.26% | 6 |
|
|
2023
Q3 | $10.3M | Sell |
176,277
-176,700
| -50% | -$10.3M | 5.85% | 10 |
|
|
2023
Q2 | $22.5M | Sell |
352,977
-213,725
| -38% | -$13.6M | 9.74% | 4 |
|
|
2023
Q1 | $37.8M | Sell |
566,702
-51,900
| -8% | -$3.46M | 13.81% | 1 |
|
|
2022
Q4 | $30.3M | Buy |
618,602
+221,700
| +56% | +$10.9M | 11.61% | 2 |
|
|
2022
Q3 | $27.4M | Buy |
396,902
+94,965
| +31% | +$6.57M | 9.68% | 4 |
|
|
2022
Q2 | $25.3M | Buy |
301,937
+110,400
| +58% | +$9.25M | 8.24% | 7 |
|
|
2022
Q1 | $31.6M | Buy |
191,537
+103,980
| +119% | +$17.1M | 9.29% | 5 |
|
|
2021
Q4 | $23.1M | Buy |
87,557
+37,000
| +73% | +$9.74M | 7.34% | 8 |
|
|
2021
Q3 | $16.1M | Sell |
50,557
-6,000
| -11% | -$1.91M | 5.67% | 9 |
|
|
2021
Q2 | $22.3M | Sell |
56,557
-3,500
| -6% | -$1.38M | 6.5% | 10 |
|
|
2021
Q1 | $20.5M | Sell |
60,057
-8,000
| -12% | -$2.73M | 6.64% | 9 |
|
|
2020
Q4 | $23M | Sell |
68,057
-21,541
| -24% | -$7.29M | 6.11% | 9 |
|
|
2020
Q3 | $22.1M | Sell |
89,598
-40,000
| -31% | -$9.88M | 6.17% | 11 |
|
|
2020
Q2 | $28.4M | Sell |
129,598
-239,334
| -65% | -$52.5M | 7.42% | 8 |
|
|
2020
Q1 | $33M | Buy |
368,932
+132,227
| +56% | +$11.8M | 10.32% | 4 |
|
|
2019
Q4 | $23.3M | Buy |
236,705
+85,100
| +56% | +$8.36M | 6.61% | 10 |
|
|
2019
Q3 | $16.7M | Buy |
151,605
+65,000
| +75% | +$7.15M | 5.7% | 11 |
|
|
2019
Q2 | $11.8M | Sell |
86,605
-8,000
| -8% | -$1.09M | 5.19% | 11 |
|
|
2019
Q1 | $12.2M | Buy |
94,605
+18,382
| +24% | +$2.37M | 6.68% | 10 |
|
|
2018
Q4 | $6.81M | Buy |
+76,223
| New | +$6.81M | 5.9% | 11 |
|