Cresset Asset Management’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 | $1.52M | Sell |
32,832
-998
| -3% | -$46.2K | 0.01% | 639 |
|
|
2025
Q1 | $1.55M | Sell |
33,830
-4,971
| -13% | -$228K | 0.01% | 614 |
|
|
2024
Q4 | $3.29M | Sell |
38,801
-24,738
| -39% | -$2.1M | 0.02% | 417 |
|
|
2024
Q3 | $3.35M | Buy |
63,539
+19,892
| +46% | +$1.05M | 0.01% | 567 |
|
|
2024
Q2 | $2.3M | Buy |
43,647
+3,279
| +8% | +$173K | 0.01% | 639 |
|
|
2024
Q1 | $2.77M | Buy |
40,368
+1,636
| +4% | +$112K | 0.01% | 502 |
|
|
2023
Q4 | $3.16M | Sell |
38,732
-201
| -0.5% | -$16.4K | 0.02% | 418 |
|
|
2023
Q3 | $4.23M | Buy |
38,933
+980
| +3% | +$106K | 0.02% | 348 |
|
|
2023
Q2 | $4.43M | Buy |
+37,953
| New | +$4.43M | 0.01% | 339 |
|
|
2022
Q2 | – | Sell |
-1,696
| Closed | -$385K | – | 958 |
|
|
2022
Q1 | $385K | Sell |
1,696
-268
| -14% | -$60.8K | ﹤0.01% | 685 |
|
|
2021
Q4 | $488K | Sell |
1,964
-29
| -1% | -$7.21K | ﹤0.01% | 707 |
|
|
2021
Q3 | $532K | Buy |
1,993
+67
| +3% | +$17.9K | 0.01% | 597 |
|
|
2021
Q2 | $352K | Buy |
+1,926
| New | +$352K | 0.01% | 702 |
|