Carson Wealth (CWM LLC)’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 | $4K | Sell |
|
|||||
|
2025
Q2 | $4K | Sell |
|
|||||
|
2025
Q1 | $24K | Sell |
|
|||||
|
2024
Q4 | $129K | Buy |
|
|||||
|
2024
Q3 | $47K | Buy |
|
|||||
|
2024
Q2 | $36K | Buy |
|
|||||
|
2024
Q1 | $43K | Buy |
|
|||||
|
2023
Q4 | $24K | Sell |
|
|||||
|
2023
Q3 | $50K | Buy |
|
|||||
|
2023
Q2 | $48K | Buy |
|
|||||
|
2023
Q1 | $12K | Sell |
|
|||||
|
2022
Q4 | $32K | Sell |
|
|||||
|
2022
Q3 | $82K | Buy |
|
|||||
|
2022
Q2 | $28K | Buy |
|
|||||
|
2022
Q1 | $46K | Buy |
|
|||||
|
2021
Q4 | $8K | Buy |
|