Corient Private Wealth’s BILL Holdings BILL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,739
Closed -$463K 2316
2024
Q1
$463K Sell
6,739
-244
-3% -$16.8K ﹤0.01% 1665
2023
Q4
$570K Buy
6,983
+4,448
+175% +$363K ﹤0.01% 1544
2023
Q3
$276K Buy
2,535
+77
+3% +$8.38K ﹤0.01% 1781
2023
Q2
$286K Buy
+2,458
New +$286K ﹤0.01% 1715