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