Glassman Wealth Services’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15	Closed	-$1.22K	–	404
2023 Q4	$1.22K	Sell	15 -29	-66%	-$2.38K	﹤0.01%	1483
2023 Q3	$4.78K	Sell	44 -13	-23%	-$1.48K	﹤0.01%	1086
2023 Q2	$6.66K	Buy	57 +42	+280%	+$3.99K	﹤0.01%	922
2023 Q1	$1.22K	Sell	15 -11	-42%	-$1.02K	﹤0.01%	1372
2022 Q4	$2.83K	Sell	26 -15	-37%	-$1.8K	﹤0.01%	1176
2022 Q3	$5K	Buy	41 +12	+41%	+$1.72K	﹤0.01%	976
2022 Q2	$3K	Sell	29 -15	-34%	-$2.18K	﹤0.01%	1118
2022 Q1	$10K	Hold	44	–	–	﹤0.01%	819
2021 Q4	$11K	Buy	44 +8	+22%	+$2.26K	﹤0.01%	750
2021 Q3	$10K	Buy	36 +5	+16%	+$1.15K	﹤0.01%	763
2021 Q2	$6K	Buy	31 +30	+3,000%	+$4.7K	﹤0.01%	860
2021 Q1	$0	Buy	+1	New	+$150	﹤0.01%	1398
2020 Q4	–	Sell	-4	Closed	–	–	1356
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1328
2020 Q2	$0	Buy	+4	New	+$258	﹤0.01%	1232