XWM
Xcel Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
2,226
-150
| -6% | -$18.7K | 0.08% | 121 |
|
|
2025
Q1 | $233K | Hold |
2,376
| – | – | 0.07% | 124 |
|
|
2024
Q4 | $257K | Buy |
+2,376
| New | +$257K | 0.07% | 119 |
|
|
2024
Q2 | – | Sell |
-4,440
| Closed | -$272K | – | 128 |
|
|
2024
Q1 | $272K | Sell |
4,440
-5,981
| -57% | -$366K | 0.08% | 109 |
|
|
2023
Q4 | $791K | Sell |
10,421
-4,909
| -32% | -$372K | 0.28% | 61 |
|
|
2023
Q3 | $897K | Sell |
15,330
-10,540
| -41% | -$617K | 0.35% | 55 |
|
|
2023
Q2 | $1.65M | Sell |
25,870
-544
| -2% | -$34.6K | 0.52% | 49 |
|
|
2023
Q1 | $1.76M | Sell |
26,414
-3,230
| -11% | -$215K | 0.62% | 45 |
|
|
2022
Q4 | $1.45M | Sell |
29,644
-25,910
| -47% | -$1.27M | 0.57% | 46 |
|
|
2022
Q3 | $3.84M | Buy |
55,554
+14,000
| +34% | +$968K | 1.43% | 19 |
|
|
2022
Q2 | $3.48M | Buy |
41,554
+3,757
| +10% | +$315K | 1.27% | 25 |
|
|
2022
Q1 | $6.23M | Buy |
37,797
+4,148
| +12% | +$684K | 1.71% | 17 |
|
|
2021
Q4 | $8.86M | Sell |
33,649
-478
| -1% | -$126K | 2.28% | 12 |
|
|
2021
Q3 | $10.9M | Buy |
34,127
+422
| +1% | +$135K | 3.16% | 4 |
|
|
2021
Q2 | $13.3M | Sell |
33,705
-2,400
| -7% | -$946K | 4.01% | 3 |
|
|
2021
Q1 | $12.3M | Sell |
36,105
-2,653
| -7% | -$904K | 4.39% | 3 |
|
|
2020
Q4 | $13.1M | Sell |
38,758
-73
| -0.2% | -$24.7K | 5.66% | 2 |
|
|
2020
Q3 | $9.59M | Sell |
38,831
-2,880
| -7% | -$712K | 4.93% | 2 |
|
|
2020
Q2 | $9.15M | Sell |
41,711
-2,229
| -5% | -$489K | 5.68% | 2 |
|
|
2020
Q1 | $3.93M | Buy |
43,940
+1,350
| +3% | +$121K | 3.55% | 8 |
|
|
2019
Q4 | $4.19M | Buy |
42,590
+10,455
| +33% | +$1.03M | 3.48% | 10 |
|
|
2019
Q3 | $3.53M | Buy |
32,135
+15,871
| +98% | +$1.74M | 3.27% | 11 |
|
|
2019
Q2 | $2.22M | Buy |
16,264
+6,804
| +72% | +$927K | 2.17% | 16 |
|
|
2019
Q1 | $1.22M | Buy |
+9,460
| New | +$1.22M | 1.26% | 24 |
|