Carson Wealth (CWM LLC)’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 | $4K | Sell |
79
-453
| -85% | -$22.9K | ﹤0.01% | 4655 |
|
|
2025
Q1 | $24K | Sell |
532
-992
| -65% | -$44.8K | ﹤0.01% | 3524 |
|
|
2024
Q4 | $129K | Buy |
1,524
+629
| +70% | +$53.2K | ﹤0.01% | 2110 |
|
|
2024
Q3 | $47K | Buy |
895
+207
| +30% | +$10.9K | ﹤0.01% | 2730 |
|
|
2024
Q2 | $36K | Buy |
688
+62
| +10% | +$3.24K | ﹤0.01% | 2692 |
|
|
2024
Q1 | $43K | Buy |
626
+328
| +110% | +$22.5K | ﹤0.01% | 2387 |
|
|
2023
Q4 | $24K | Sell |
298
-159
| -35% | -$12.8K | ﹤0.01% | 2644 |
|
|
2023
Q3 | $50K | Buy |
457
+48
| +12% | +$5.25K | ﹤0.01% | 2057 |
|
|
2023
Q2 | $48K | Buy |
409
+262
| +178% | +$30.7K | ﹤0.01% | 2013 |
|
|
2023
Q1 | $12K | Sell |
147
-151
| -51% | -$12.3K | ﹤0.01% | 2832 |
|
|
2022
Q4 | $32K | Sell |
298
-323
| -52% | -$34.7K | ﹤0.01% | 2034 |
|
|
2022
Q3 | $82K | Buy |
621
+364
| +142% | +$48.1K | ﹤0.01% | 1420 |
|
|
2022
Q2 | $28K | Buy |
257
+52
| +25% | +$5.67K | ﹤0.01% | 1915 |
|
|
2022
Q1 | $46K | Buy |
205
+173
| +541% | +$38.8K | ﹤0.01% | 1641 |
|
|
2021
Q4 | $8K | Buy |
+32
| New | +$8K | ﹤0.01% | 2449 |
|