United Advisor Group’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,066
Closed -$1.2M 389
2024
Q4
$1.2M Sell
11,066
-4,232
-28% -$457K 0.24% 106
2024
Q3
$998K Buy
+15,298
New +$998K 0.23% 106