Venturi Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+1,886
| New | +$235K | 0.01% | 488 |
|
|
2025
Q1 | – | Sell |
-1,432
| Closed | -$155K | – | 1733 |
|
|
2024
Q4 | $155K | Buy |
1,432
+699
| +95% | +$75.5K | 0.01% | 616 |
|
|
2024
Q3 | $47.8K | Buy |
733
+493
| +205% | +$32.2K | ﹤0.01% | 777 |
|
|
2024
Q2 | $13.6K | Sell |
240
-117
| -33% | -$6.65K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $21.8K | Buy |
357
+145
| +68% | +$8.87K | ﹤0.01% | 717 |
|
|
2023
Q4 | $16.1K | Buy |
212
+40
| +23% | +$3.04K | ﹤0.01% | 763 |
|
|
2023
Q3 | $10.1K | Buy |
172
+52
| +43% | +$3.04K | ﹤0.01% | 805 |
|
|
2023
Q2 | $7.64K | Buy |
120
+20
| +20% | +$1.27K | ﹤0.01% | 689 |
|
|
2023
Q1 | $6.66K | Buy |
+100
| New | +$6.66K | ﹤0.01% | 774 |
|