Transcend Capital Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+1,711
| New | +$213K | 0.02% | 565 |
|
|
2024
Q4 | – | Sell |
-3,807
| Closed | -$248K | – | 635 |
|
|
2024
Q3 | $248K | Hold |
3,807
| – | – | 0.02% | 521 |
|
|
2024
Q2 | $216K | Sell |
3,807
-5
| -0.1% | -$284 | 0.02% | 539 |
|
|
2024
Q1 | $233K | Sell |
3,812
-1,622
| -30% | -$99.2K | 0.02% | 471 |
|
|
2023
Q4 | $412K | Buy |
5,434
+123
| +2% | +$9.33K | 0.04% | 336 |
|
|
2023
Q3 | $311K | Hold |
5,311
| – | – | 0.03% | 366 |
|
|
2023
Q2 | $338K | Hold |
5,311
| – | – | 0.03% | 350 |
|
|
2023
Q1 | $354K | Hold |
5,311
| – | – | 0.04% | 335 |
|
|
2022
Q4 | $260K | Buy |
+5,311
| New | +$260K | 0.03% | 392 |
|