EverSource Wealth 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 | $2.45K | Buy |
53
+14
| +36% | +$647 | ﹤0.01% | 3432 |
|
|
2025
Q1 | $1.79K | Sell |
39
-264
| -87% | -$12.1K | ﹤0.01% | 2975 |
|
|
2024
Q4 | $25.7K | Buy |
303
+82
| +37% | +$6.95K | ﹤0.01% | 1501 |
|
|
2024
Q3 | $11.7K | Buy |
221
+149
| +207% | +$7.86K | ﹤0.01% | 1770 |
|
|
2024
Q2 | $3.6K | Buy |
72
+11
| +18% | +$550 | ﹤0.01% | 2335 |
|
|
2024
Q1 | $3.81K | Buy |
61
+24
| +65% | +$1.5K | ﹤0.01% | 2171 |
|
|
2023
Q4 | $3.02K | Sell |
37
-111
| -75% | -$9.06K | ﹤0.01% | 2051 |
|
|
2023
Q3 | $16.1K | Buy |
148
+25
| +20% | +$2.71K | ﹤0.01% | 1211 |
|
|
2023
Q2 | $14.4K | Buy |
123
+61
| +98% | +$7.13K | ﹤0.01% | 1287 |
|
|
2023
Q1 | $5.03K | Sell |
62
-8
| -11% | -$649 | ﹤0.01% | 1641 |
|
|
2022
Q4 | $7.63K | Sell |
70
-1
| -1% | -$109 | ﹤0.01% | 1434 |
|
|
2022
Q3 | $10K | Buy |
+71
| New | +$10K | ﹤0.01% | 1123 |
|