Chicago Partners Investment Group’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,564	Closed	-$512K	–	1495
2025 Q4	$512K	Sell	10,564 -1,356	-11%	-$69.7K	0.01%	752
2025 Q3	$600K	Sell	11,920 -1,607	-12%	-$74.6K	0.02%	597
2025 Q2	$630K	Sell	13,527 -12,643	-48%	-$559K	0.02%	509
2025 Q1	$1.22M	Buy	26,170 +7,465	+40%	+$502K	0.04%	327
2024 Q4	$1.54M	Buy	18,705 +4,248	+29%	+$317K	0.05%	267
2024 Q3	$800K	Buy	14,457 +3,122	+28%	+$161K	0.03%	379
2024 Q2	$593K	Buy	11,335 +3,762	+50%	+$213K	0.02%	426
2024 Q1	$464K	Buy	7,573 +2,321	+44%	+$162K	0.02%	468
2023 Q4	$384K	Buy	5,252 +1,050	+25%	+$86.2K	0.02%	485
2023 Q3	$428K	Sell	4,202 -433	-9%	-$49.3K	0.02%	440
2023 Q2	$544K	Sell	4,635 -308	-6%	-$29.3K	0.03%	398
2023 Q1	$379K	Sell	4,943 -2,164	-30%	-$201K	0.02%	456
2022 Q4	$718K	Sell	7,107 -830	-10%	-$99.6K	0.04%	307
2022 Q3	$829K	Buy	7,937 +3,605	+83%	+$518K	0.06%	262
2022 Q2	$585K	Sell	4,332 -55	-1%	-$8.01K	0.04%	309
2022 Q1	$446K	Sell	4,387 -5,320	-55%	-$1.11M	0.03%	341
2021 Q4	$2.33M	Sell	9,707 -635	-6%	-$180K	0.17%	122
2021 Q3	$3.42M	Buy	10,342 +723	+8%	+$167K	0.24%	85
2021 Q2	$1.97M	Buy	9,619 +654	+7%	+$102K	0.15%	132
2021 Q1	$1.5M	Buy	8,965 +1,078	+14%	+$161K	0.12%	145
2020 Q4	$1.03M	Buy	7,887 +1,634	+26%	+$193K	0.1%	169
2020 Q3	$624K	Buy	6,253 +3,329	+114%	+$303K	0.07%	200
2020 Q2	$242K	Buy	+2,924	New	+$188K	0.03%	329

Other funds holding BILL