Baker Tilly Wealth Management’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,894
| Closed | -$399K | – | 418 |
|
|
2023
Q4 | $399K | Buy |
4,894
+276
| +6% | +$22.5K | 0.07% | 338 |
|
|
2023
Q3 | $501K | Sell |
4,618
-1,134
| -20% | -$123K | 0.08% | 258 |
|
|
2023
Q2 | $672K | Sell |
5,752
-385
| -6% | -$45K | 0.07% | 273 |
|
|
2023
Q1 | $498K | Sell |
6,137
-1,332
| -18% | -$108K | 0.06% | 335 |
|
|
2022
Q4 | $814K | Sell |
7,469
-301
| -4% | -$32.8K | 0.1% | 227 |
|
|
2022
Q3 | $1.03M | Sell |
7,770
-932
| -11% | -$123K | 0.14% | 154 |
|
|
2022
Q2 | $957K | Sell |
8,702
-92
| -1% | -$10.1K | 0.13% | 176 |
|
|
2022
Q1 | $1.99M | Sell |
8,794
-355
| -4% | -$80.5K | 0.22% | 94 |
|
|
2021
Q4 | $2.28M | Buy |
9,149
+83
| +0.9% | +$20.7K | 0.24% | 81 |
|
|
2021
Q3 | $2.42M | Sell |
9,066
-2,508
| -22% | -$669K | 0.32% | 61 |
|
|
2021
Q2 | $2.12M | Buy |
11,574
+939
| +9% | +$172K | 0.34% | 65 |
|
|
2021
Q1 | $1.55M | Buy |
10,635
+2,152
| +25% | +$313K | 0.32% | 77 |
|
|
2020
Q4 | $1.16M | Buy |
+8,483
| New | +$1.16M | 0.36% | 67 |
|