Glassman Wealth Services’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-15
| Closed | -$1.22K | – | 405 |
|
2023
Q4 | $1.22K | Sell |
15
-29
| -66% | -$2.37K | ﹤0.01% | 1483 |
|
2023
Q3 | $4.78K | Sell |
44
-13
| -23% | -$1.41K | ﹤0.01% | 1086 |
|
2023
Q2 | $6.66K | Buy |
57
+42
| +280% | +$4.91K | ﹤0.01% | 922 |
|
2023
Q1 | $1.22K | Sell |
15
-11
| -42% | -$892 | ﹤0.01% | 1372 |
|
2022
Q4 | $2.83K | Sell |
26
-15
| -37% | -$1.63K | ﹤0.01% | 1176 |
|
2022
Q3 | $5K | Buy |
41
+12
| +41% | +$1.46K | ﹤0.01% | 976 |
|
2022
Q2 | $3K | Sell |
29
-15
| -34% | -$1.55K | ﹤0.01% | 1118 |
|
2022
Q1 | $10K | Hold |
44
| – | – | ﹤0.01% | 819 |
|
2021
Q4 | $11K | Buy |
44
+8
| +22% | +$2K | ﹤0.01% | 750 |
|
2021
Q3 | $10K | Buy |
36
+5
| +16% | +$1.39K | ﹤0.01% | 763 |
|
2021
Q2 | $6K | Buy |
31
+30
| +3,000% | +$5.81K | ﹤0.01% | 860 |
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1398 |
|
2020
Q4 | – | Sell |
-4
| Closed | – | – | 1356 |
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1328 |
|
2020
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1232 |
|