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 |
|