Barton Investment 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
$838K Buy
2025
Q2
$681K Buy
2025
Q1
$636K Sell
2024
Q4
$1.2M Hold
2024
Q3
$749K Buy
2024
Q2
$739K Sell
2024
Q1
$997K Buy
2023
Q4
$1.17M Buy
2023
Q3
$827K Buy
2023
Q2
$889K Buy
2023
Q1
$512K Buy
2022
Q4
$465K Buy