TPM
Totem Point Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37,612
| Closed | -$2.39M | – | 21 |
|
|
2023
Q2 | $2.39M | Buy |
+37,612
| New | +$2.39M | 2.19% | 17 |
|
|
2021
Q4 | – | Sell |
-28,930
| Closed | -$9.23M | – | 18 |
|
|
2021
Q3 | $9.23M | Buy |
28,930
+1,283
| +5% | +$409K | 6.01% | 12 |
|
|
2021
Q2 | $10.9M | Buy |
27,647
+26,451
| +2,212% | +$10.4M | 5.46% | 10 |
|
|
2021
Q1 | $408K | Buy |
+1,196
| New | +$408K | 0.18% | 17 |
|
|
2019
Q4 | – | Sell |
-35,430
| Closed | -$3.9M | – | 17 |
|
|
2019
Q3 | $3.9M | Sell |
35,430
-77,569
| -69% | -$8.53M | 2.14% | 14 |
|
|
2019
Q2 | $15.4M | Buy |
112,999
+47,692
| +73% | +$6.5M | 7.41% | 4 |
|
|
2019
Q1 | $8.44M | Buy |
+65,307
| New | +$8.44M | 5.39% | 10 |
|