Allworth Financial’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Buy |
627
+5
| +0.8% | +$231 | ﹤0.01% | 2270 |
|
|
2025
Q1 | $27.9K | Buy |
622
+181
| +41% | +$8.11K | ﹤0.01% | 1865 |
|
|
2024
Q4 | $40.5K | Sell |
441
-16
| -4% | -$1.47K | ﹤0.01% | 1680 |
|
|
2024
Q3 | $24.1K | Buy |
457
+372
| +438% | +$19.6K | ﹤0.01% | 1792 |
|
|
2024
Q2 | $4.56K | Sell |
85
-11
| -11% | -$590 | ﹤0.01% | 2563 |
|
|
2024
Q1 | $6.6K | Sell |
96
-96
| -50% | -$6.6K | ﹤0.01% | 2290 |
|
|
2023
Q4 | $15.7K | Sell |
192
-23
| -11% | -$1.88K | ﹤0.01% | 1777 |
|
|
2023
Q3 | $23.3K | Buy |
215
+8
| +4% | +$869 | ﹤0.01% | 1427 |
|
|
2023
Q2 | $24.2K | Buy |
207
+190
| +1,118% | +$22.2K | ﹤0.01% | 1426 |
|
|
2023
Q1 | $1.38K | Hold |
17
| – | – | ﹤0.01% | 2549 |
|
|
2022
Q4 | $1.85K | Sell |
17
-142
| -89% | -$15.5K | ﹤0.01% | 2267 |
|
|
2022
Q3 | $21K | Buy |
159
+36
| +29% | +$4.76K | ﹤0.01% | 1269 |
|
|
2022
Q2 | $14K | Buy |
123
+19
| +18% | +$2.16K | ﹤0.01% | 1388 |
|
|
2022
Q1 | $24K | Buy |
104
+102
| +5,100% | +$23.5K | ﹤0.01% | 1173 |
|
|
2021
Q4 | $0 | Sell |
2
-40
| -95% | – | ﹤0.01% | 1930 |
|
|
2021
Q3 | $11K | Buy |
+42
| New | +$11K | ﹤0.01% | 1261 |
|