Wealthcare Advisory Partners’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,813
| New | +$225K | 0.01% | 897 |
|
|
2024
Q2 | – | Sell |
-5,159
| Closed | -$315K | – | 863 |
|
|
2024
Q1 | $315K | Buy |
5,159
+46
| +0.9% | +$2.81K | 0.01% | 652 |
|
|
2023
Q4 | $388K | Buy |
5,113
+347
| +7% | +$26.3K | 0.02% | 534 |
|
|
2023
Q3 | $279K | Sell |
4,766
-48
| -1% | -$2.81K | 0.01% | 569 |
|
|
2023
Q2 | $306K | Buy |
4,814
+394
| +9% | +$25.1K | 0.01% | 560 |
|
|
2023
Q1 | $295K | Buy |
4,420
+292
| +7% | +$19.5K | 0.01% | 582 |
|
|
2022
Q4 | $202K | Sell |
4,128
-1,600
| -28% | -$78.3K | 0.01% | 655 |
|
|
2022
Q3 | $396K | Buy |
5,728
+675
| +13% | +$46.7K | 0.02% | 419 |
|
|
2022
Q2 | $423K | Buy |
5,053
+1,059
| +27% | +$88.7K | 0.03% | 359 |
|
|
2022
Q1 | $658K | Buy |
3,994
+589
| +17% | +$97K | 0.04% | 262 |
|
|
2021
Q4 | $897K | Buy |
3,405
+1,452
| +74% | +$383K | 0.05% | 213 |
|
|
2021
Q3 | $623K | Buy |
1,953
+117
| +6% | +$37.3K | 0.04% | 279 |
|
|
2021
Q2 | $724K | Buy |
1,836
+923
| +101% | +$364K | 0.05% | 244 |
|
|
2021
Q1 | $311K | Buy |
+913
| New | +$311K | 0.02% | 387 |
|
|
2020
Q2 | – | Sell |
-818
| Closed | -$73K | – | 1270 |
|
|
2020
Q1 | $73K | Sell |
818
-109
| -12% | -$9.73K | 0.01% | 436 |
|
|
2019
Q4 | $91K | Buy |
927
+10
| +1% | +$982 | 0.01% | 422 |
|
|
2019
Q3 | $101K | Sell |
917
-15
| -2% | -$1.65K | 0.01% | 385 |
|
|
2019
Q2 | $127K | Buy |
932
+255
| +38% | +$34.7K | 0.02% | 336 |
|
|
2019
Q1 | $87K | Buy |
+677
| New | +$87K | 0.01% | 359 |
|