CIBC Private Wealth 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
$4.92M Buy
106,283
+42,909
+68% +$1.98M 0.01% 428
2025
Q1
$2.4M Buy
63,374
+51,556
+436% +$1.95M 0.01% 508
2024
Q4
$975K Sell
11,818
-29,829
-72% -$2.46M ﹤0.01% 698
2024
Q3
$2.2M Sell
41,647
-30,581
-42% -$1.61M ﹤0.01% 551
2024
Q2
$3.73M Buy
72,228
+14,382
+25% +$743K 0.01% 448
2024
Q1
$3.73M Buy
57,846
+7,941
+16% +$512K 0.01% 447
2023
Q4
$4.07M Sell
49,905
-122,453
-71% -$9.99M 0.01% 415
2023
Q3
$18.7M Sell
172,358
-7,963
-4% -$865K 0.04% 264
2023
Q2
$21.1M Buy
180,321
+86,684
+93% +$10.1M 0.05% 264
2023
Q1
$7.6M Buy
93,637
+60,835
+185% +$4.94M 0.02% 345
2022
Q4
$3.57M Buy
+32,802
New +$3.57M 0.01% 363
2022
Q3
Sell
-4
Closed 940
2022
Q2
$0 Buy
+4
New ﹤0.01% 1202