Barton Investment Management’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 | $681K | Buy |
14,726
+856
| +6% | +$39.6K | 0.07% | 34 |
|
|
2025
Q1 | $636K | Sell |
13,870
-325
| -2% | -$14.9K | 0.08% | 34 |
|
|
2024
Q4 | $1.2M | Hold |
14,195
| – | – | 0.13% | 29 |
|
|
2024
Q3 | $749K | Buy |
14,195
+142
| +1% | +$7.49K | 0.09% | 34 |
|
|
2024
Q2 | $739K | Sell |
14,053
-455
| -3% | -$23.9K | 0.1% | 32 |
|
|
2024
Q1 | $997K | Buy |
14,508
+131
| +0.9% | +$9K | 0.12% | 30 |
|
|
2023
Q4 | $1.17M | Buy |
14,377
+6,760
| +89% | +$552K | 0.15% | 29 |
|
|
2023
Q3 | $827K | Buy |
7,617
+12
| +0.2% | +$1.3K | 0.13% | 30 |
|
|
2023
Q2 | $889K | Buy |
7,605
+1,294
| +21% | +$151K | 0.13% | 30 |
|
|
2023
Q1 | $512K | Buy |
6,311
+2,045
| +48% | +$166K | 0.09% | 33 |
|
|
2022
Q4 | $465K | Buy |
+4,266
| New | +$465K | 0.09% | 36 |
|