Atticus Wealth Management’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 Q3	–	Sell	-24	Closed	-$1.11K	–	248
2025 Q2	$1.11K	Hold	24	–	–	﹤0.01%	595
2025 Q1	$1.1K	Hold	24	–	–	﹤0.01%	465
2024 Q4	$2.03K	Hold	24	–	–	﹤0.01%	468
2024 Q3	$1.27K	Hold	24	–	–	﹤0.01%	476
2024 Q2	$1.26K	Hold	24	–	–	﹤0.01%	482
2024 Q1	$1.65K	Hold	24	–	–	﹤0.01%	485
2023 Q4	$1.96K	Hold	24	–	–	﹤0.01%	486
2023 Q3	$2.61K	Hold	24	–	–	﹤0.01%	483
2023 Q2	$2.81K	Hold	24	–	–	﹤0.01%	473
2023 Q1	$1.95K	Hold	24	–	–	﹤0.01%	476
2022 Q4	$2.62K	Sell	24 -4	-14%	-$480	﹤0.01%	451
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	462
2022 Q2	$3K	Hold	28	–	–	﹤0.01%	494
2022 Q1	$6K	Buy	28 +24	+600%	+$5K	﹤0.01%	447
2021 Q4	$1K	Sell	4 -393	-99%	-$111K	﹤0.01%	420
2021 Q3	$106K	Buy	+397	New	+$91.6K	0.05%	159