Clearstead Advisors’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.92K | Sell |
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|
2025
Q2 | $7.03K | Sell |
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|
2025
Q1 | $14.9K | Buy |
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|
2024
Q4 | $22.5K | Buy |
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|
2024
Q3 | $7.97K | Sell |
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|
2024
Q2 | $13.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.87K | Hold |
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|
2022
Q4 | $6.54K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $6K | Buy |
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