Archford Capital Strategies’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,515	Closed	-$398K	–	336
2025 Q3	$398K	Sell	7,515 -100	-1%	-$4.64K	0.05%	246
2025 Q2	$352K	Sell	7,615 -30	-0.4%	-$1.33K	0.05%	254
2025 Q1	$351K	Sell	7,645 -12,870	-63%	-$865K	0.05%	232
2024 Q4	$1.74M	Hold	20,515	–	–	0.26%	96
2024 Q3	$1.15M	Buy	20,515 +5,000	+32%	+$257K	0.17%	126
2024 Q2	$816K	Buy	15,515 +3,000	+24%	+$170K	0.13%	140
2024 Q1	$860K	Buy	12,515 +10,000	+398%	+$699K	0.14%	136
2023 Q4	$205K	Sell	2,515 -17,000	-87%	-$1.4M	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%	+$233K	0.3%	76
2022 Q4	$1.85M	Buy	+17,000	New	+$2.04M	0.43%	56