Archford Capital Strategies’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
$352K Sell
7,615
-30
-0.4% -$1.39K 0.05% 254
2025
Q1
$351K Sell
7,645
-12,870
-63% -$591K 0.05% 232
2024
Q4
$1.74M Hold
20,515
0.26% 96
2024
Q3
$1.15M Buy
20,515
+5,000
+32% +$280K 0.17% 126
2024
Q2
$816K Buy
15,515
+3,000
+24% +$158K 0.13% 140
2024
Q1
$860K Buy
12,515
+10,000
+398% +$687K 0.14% 136
2023
Q4
$205K Sell
2,515
-17,000
-87% -$1.39M 0.04% 243
2023
Q3
$2.12M Hold
19,515
0.42% 61
2023
Q2
$2.42M Hold
19,515
0.46% 53
2023
Q1
$1.46M Buy
19,515
+2,515
+15% +$188K 0.3% 76
2022
Q4
$1.85M Buy
+17,000
New +$1.85M 0.43% 56