Chicago Partners Investment Group’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 | $630K | Sell |
13,527
-12,643
| -48% | -$588K | 0.02% | 509 |
|
|
2025
Q1 | $1.22M | Buy |
26,170
+7,465
| +40% | +$347K | 0.04% | 327 |
|
|
2024
Q4 | $1.54M | Buy |
18,705
+4,248
| +29% | +$350K | 0.05% | 267 |
|
|
2024
Q3 | $800K | Buy |
14,457
+3,122
| +28% | +$173K | 0.03% | 379 |
|
|
2024
Q2 | $593K | Buy |
11,335
+3,762
| +50% | +$197K | 0.02% | 426 |
|
|
2024
Q1 | $464K | Buy |
7,573
+2,321
| +44% | +$142K | 0.02% | 468 |
|
|
2023
Q4 | $384K | Buy |
5,252
+1,050
| +25% | +$76.8K | 0.02% | 485 |
|
|
2023
Q3 | $428K | Sell |
4,202
-433
| -9% | -$44.1K | 0.02% | 440 |
|
|
2023
Q2 | $544K | Sell |
4,635
-308
| -6% | -$36.2K | 0.03% | 398 |
|
|
2023
Q1 | $379K | Sell |
4,943
-2,164
| -30% | -$166K | 0.02% | 456 |
|
|
2022
Q4 | $718K | Sell |
7,107
-830
| -10% | -$83.9K | 0.04% | 307 |
|
|
2022
Q3 | $829K | Buy |
7,937
+3,605
| +83% | +$377K | 0.06% | 262 |
|
|
2022
Q2 | $585K | Sell |
4,332
-55
| -1% | -$7.43K | 0.04% | 309 |
|
|
2022
Q1 | $446K | Sell |
4,387
-5,320
| -55% | -$541K | 0.03% | 341 |
|
|
2021
Q4 | $2.33M | Sell |
9,707
-635
| -6% | -$152K | 0.17% | 122 |
|
|
2021
Q3 | $3.42M | Buy |
10,342
+723
| +8% | +$239K | 0.24% | 85 |
|
|
2021
Q2 | $1.97M | Buy |
9,619
+654
| +7% | +$134K | 0.15% | 132 |
|
|
2021
Q1 | $1.5M | Buy |
8,965
+1,078
| +14% | +$180K | 0.12% | 145 |
|
|
2020
Q4 | $1.03M | Buy |
7,887
+1,634
| +26% | +$214K | 0.1% | 169 |
|
|
2020
Q3 | $624K | Buy |
6,253
+3,329
| +114% | +$332K | 0.07% | 200 |
|
|
2020
Q2 | $242K | Buy |
+2,924
| New | +$242K | 0.03% | 329 |
|