Atria Investments’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 | – | Sell |
-4,740
| Closed | -$218K | – | 1991 |
|
|
2025
Q1 | $218K | Buy |
4,740
+1,047
| +28% | +$48K | ﹤0.01% | 1786 |
|
|
2024
Q4 | $313K | Buy |
+3,693
| New | +$313K | ﹤0.01% | 1577 |
|
|
2024
Q1 | – | Sell |
-13,243
| Closed | -$1.08M | – | 968 |
|
|
2023
Q4 | $1.08M | Sell |
13,243
-839
| -6% | -$68.5K | 0.02% | 858 |
|
|
2023
Q3 | $1.53M | Sell |
14,082
-289
| -2% | -$31.4K | 0.03% | 671 |
|
|
2023
Q2 | $1.68M | Buy |
14,371
+1,297
| +10% | +$152K | 0.03% | 615 |
|
|
2023
Q1 | $1.06M | Sell |
13,074
-141
| -1% | -$11.4K | 0.02% | 782 |
|
|
2022
Q4 | $1.44M | Sell |
13,215
-3,302
| -20% | -$360K | 0.03% | 625 |
|
|
2022
Q3 | $2.19M | Sell |
16,517
-2,959
| -15% | -$392K | 0.05% | 451 |
|
|
2022
Q2 | $2.14M | Sell |
19,476
-5,967
| -23% | -$656K | 0.04% | 485 |
|
|
2022
Q1 | $5.77M | Buy |
25,443
+1,907
| +8% | +$432K | 0.1% | 237 |
|
|
2021
Q4 | $5.86M | Buy |
23,536
+687
| +3% | +$171K | 0.1% | 233 |
|
|
2021
Q3 | $6.1M | Sell |
22,849
-16,725
| -42% | -$4.47M | 0.11% | 208 |
|
|
2021
Q2 | $7.25M | Buy |
39,574
+2,581
| +7% | +$473K | 0.14% | 166 |
|
|
2021
Q1 | $5.38M | Sell |
36,993
-152
| -0.4% | -$22.1K | 0.12% | 199 |
|
|
2020
Q4 | $5.07M | Buy |
37,145
+4,382
| +13% | +$598K | 0.12% | 194 |
|
|
2020
Q3 | $3.29M | Buy |
32,763
+1,300
| +4% | +$130K | 0.1% | 229 |
|
|
2020
Q2 | $2.84M | Buy |
+31,463
| New | +$2.84M | 0.1% | 247 |
|