Cota Capital Management’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 |
-29,258
| Closed | -$2.01M | – | 10 |
|
|
2024
Q1 | $2.01M | Sell |
29,258
-214,264
| -88% | -$14.7M | 5.32% | 8 |
|
|
2023
Q4 | $19.9M | Hold |
243,522
| – | – | 8.28% | 7 |
|
|
2023
Q3 | $26.4M | Hold |
243,522
| – | – | 13.27% | 2 |
|
|
2023
Q2 | $28.5M | Hold |
243,522
| – | – | 14.26% | 2 |
|
|
2023
Q1 | $19.8M | Sell |
243,522
-7,730
| -3% | -$627K | 10.69% | 4 |
|
|
2022
Q4 | $27.4M | Buy |
251,252
+38,889
| +18% | +$4.24M | 14.76% | 2 |
|
|
2022
Q3 | $28.1M | Sell |
212,363
-45,000
| -17% | -$5.96M | 14.46% | 2 |
|
|
2022
Q2 | $28.3M | Hold |
257,363
| – | – | 11.6% | 2 |
|
|
2022
Q1 | $58.4M | Sell |
257,363
-9,834
| -4% | -$2.23M | 12.31% | 1 |
|
|
2021
Q4 | $66.6M | Hold |
267,197
| – | – | 11.4% | 1 |
|
|
2021
Q3 | $71.3M | Sell |
267,197
-27,963
| -9% | -$7.46M | 12.68% | 1 |
|
|
2021
Q2 | $54.1M | Buy |
295,160
+17,290
| +6% | +$3.17M | 9.38% | 1 |
|
|
2021
Q1 | $40.4M | Buy |
277,870
+70,942
| +34% | +$10.3M | 8.89% | 2 |
|
|
2020
Q4 | $28.2M | Sell |
206,928
-69,090
| -25% | -$9.43M | 7.44% | 8 |
|
|
2020
Q3 | $27.7M | Buy |
276,018
+145,867
| +112% | +$14.6M | 8.08% | 3 |
|
|
2020
Q2 | $11.7M | Buy |
+130,151
| New | +$11.7M | 5.12% | 12 |
|