TwinBeech Capital’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-368,873
Closed -$36.1M 984
2025
Q1
$36.1M Buy
368,873
+223,600
+154% +$21.9M 0.66% 38
2024
Q4
$15.7M Buy
145,273
+130,507
+884% +$14.1M 0.27% 119
2024
Q3
$963K Sell
14,766
-183,491
-93% -$12M 0.02% 508
2024
Q2
$11.3M Buy
+198,257
New +$11.3M 0.22% 130
2024
Q1
Sell
-15,208
Closed -$1.15M 856
2023
Q4
$1.15M Sell
15,208
-191,008
-93% -$14.5M 0.02% 471
2023
Q3
$12.1M Buy
+206,216
New +$12.1M 0.23% 124
2023
Q2
Sell
-300,556
Closed -$20M 867
2023
Q1
$20M Buy
+300,556
New +$20M 0.41% 71
2022
Q3
Sell
-51,368
Closed -$4.31M 816
2022
Q2
$4.31M Buy
+51,368
New +$4.31M 0.19% 137
2021
Q2
Sell
-7,900
Closed -$2.69M 658
2021
Q1
$2.69M Buy
+7,900
New +$2.69M 0.39% 76
2020
Q1
Sell
-8,695
Closed -$855K 479
2019
Q4
$855K Buy
+8,695
New +$855K 0.25% 133