Verdence 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 | $1.18M | Buy |
9,472
+1,924
| +25% | +$239K | 0.08% | 240 |
|
2025
Q1 | $739K | Buy |
7,548
+2,909
| +63% | +$285K | 0.06% | 291 |
|
2024
Q4 | $501K | Buy |
+4,639
| New | +$501K | 0.04% | 355 |
|
2022
Q2 | – | Sell |
-2,140
| Closed | -$353K | – | 537 |
|
2022
Q1 | $353K | Buy |
2,140
+1,091
| +104% | +$180K | 0.04% | 381 |
|
2021
Q4 | $276K | Buy |
1,049
+144
| +16% | +$37.9K | 0.03% | 437 |
|
2021
Q3 | $289K | Buy |
905
+172
| +23% | +$54.9K | 0.04% | 390 |
|
2021
Q2 | $289K | Buy |
+733
| New | +$289K | 0.04% | 373 |
|
2021
Q1 | – | Sell |
-626
| Closed | -$212K | – | 448 |
|
2020
Q4 | $212K | Buy |
+626
| New | +$212K | 0.04% | 380 |
|