Clearstead Advisors’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 | $7.03K | Sell |
152
-173
| -53% | -$8K | ﹤0.01% | 2002 |
|
|
2025
Q1 | $14.9K | Buy |
325
+59
| +22% | +$2.71K | ﹤0.01% | 1491 |
|
|
2024
Q4 | $22.5K | Buy |
266
+115
| +76% | +$9.74K | ﹤0.01% | 1344 |
|
|
2024
Q3 | $7.97K | Sell |
151
-107
| -41% | -$5.65K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $13.6K | Buy |
+258
| New | +$13.6K | ﹤0.01% | 1476 |
|
|
2023
Q2 | – | Sell |
-60
| Closed | -$4.87K | – | 1383 |
|
|
2023
Q1 | $4.87K | Hold |
60
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q4 | $6.54K | Hold |
60
| – | – | ﹤0.01% | 955 |
|
|
2022
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 909 |
|
|
2022
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 959 |
|
|
2022
Q1 | $14K | Buy |
60
+35
| +140% | +$8.17K | ﹤0.01% | 922 |
|
|
2021
Q4 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 965 |
|