Cetera Investment Advisers’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 | – | Sell |
-6,991
| Closed | -$321K | – | 4060 |
|
|
2025
Q1 | $321K | Buy |
6,991
+1,480
| +27% | +$67.9K | ﹤0.01% | 3213 |
|
|
2024
Q4 | $467K | Buy |
+5,511
| New | +$467K | ﹤0.01% | 2732 |
|
|
2024
Q2 | – | Sell |
-3,857
| Closed | -$265K | – | 3697 |
|
|
2024
Q1 | $265K | Sell |
3,857
-20,112
| -84% | -$1.38M | ﹤0.01% | 3145 |
|
|
2023
Q4 | $1.96M | Sell |
23,969
-790
| -3% | -$64.5K | 0.02% | 807 |
|
|
2023
Q3 | $2.69M | Sell |
24,759
-1,614
| -6% | -$175K | 0.02% | 633 |
|
|
2023
Q2 | $3.08M | Buy |
26,373
+419
| +2% | +$49K | 0.03% | 590 |
|
|
2023
Q1 | $2.11M | Buy |
25,954
+6,379
| +33% | +$518K | 0.02% | 713 |
|
|
2022
Q4 | $2.13M | Buy |
19,575
+8,622
| +79% | +$939K | 0.02% | 682 |
|
|
2022
Q3 | $1.45M | Buy |
10,953
+62
| +0.6% | +$8.21K | 0.03% | 570 |
|
|
2022
Q2 | $1.2M | Buy |
10,891
+8,218
| +307% | +$903K | 0.02% | 722 |
|
|
2022
Q1 | $606K | Buy |
+2,673
| New | +$606K | 0.01% | 1048 |
|