Trek Financial’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
3,049
+256
| +9% | +$31.8K | 0.03% | 301 |
|
|
2025
Q1 | $273K | Sell |
2,793
-657
| -19% | -$64.3K | 0.02% | 325 |
|
|
2024
Q4 | $373K | Sell |
3,450
-1,740
| -34% | -$188K | 0.03% | 292 |
|
|
2024
Q3 | $338K | Sell |
5,190
-2,574
| -33% | -$168K | 0.03% | 287 |
|
|
2024
Q2 | $441K | Buy |
+7,764
| New | +$441K | 0.04% | 239 |
|
|
2022
Q1 | – | Sell |
-873
| Closed | -$230K | – | 271 |
|
|
2021
Q4 | $230K | Buy |
+873
| New | +$230K | 0.02% | 186 |
|