Annis Gardner Whiting Capital Advisors’s BILL Holdings BILL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-127
Closed -$6.68K 763
2024
Q2
$6.68K Hold
127
﹤0.01% 737
2024
Q1
$8.73K Sell
127
-3,313
-96% -$228K ﹤0.01% 687
2023
Q4
$281K Buy
3,440
+170
+5% +$13.9K 0.12% 126
2023
Q3
$355K Buy
+3,270
New +$355K 0.19% 96