Crewe 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
$14.2K Hold
307
﹤0.01% 416
2025
Q1
$14.1K Hold
307
﹤0.01% 388
2024
Q4
$26K Buy
307
+173
+129% +$14.7K ﹤0.01% 334
2024
Q3
$7.07K Hold
134
﹤0.01% 533
2024
Q2
$7.05K Hold
134
﹤0.01% 742
2024
Q1
$9.21K Sell
134
-28
-17% -$1.92K ﹤0.01% 629
2023
Q4
$13.2K Sell
162
-20
-11% -$1.63K ﹤0.01% 188
2023
Q3
$19.8K Hold
182
﹤0.01% 198
2023
Q2
$21.3K Hold
182
﹤0.01% 340
2023
Q1
$14.8K Sell
182
-11
-6% -$893 ﹤0.01% 485
2022
Q4
$21K Buy
193
+21
+12% +$2.29K ﹤0.01% 408
2022
Q3
$23K Buy
172
+9
+6% +$1.2K ﹤0.01% 433
2022
Q2
$18K Buy
+163
New +$18K ﹤0.01% 442
2022
Q1
Sell
-52
Closed -$13K 477
2021
Q4
$13K Hold
52
﹤0.01% 303
2021
Q3
$14K Buy
+52
New +$14K ﹤0.01% 234