Global Retirement Partners’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$19.7K	Buy	362 +345	+2,029%	+$17.7K	﹤0.01%	2875
2025 Q3	$900	Buy	17 +5	+42%	+$232	﹤0.01%	3543
2025 Q2	$555	Buy	+12	New	+$530	﹤0.01%	3562
2024 Q4	$32.2K	Buy	380 +377	+12,567%	+$28.1K	﹤0.01%	1826
2024 Q3	$158	Sell	3 -124	-98%	-$6.38K	﹤0.01%	3390
2024 Q2	$6.68K	Sell	127 -46	-27%	-$2.6K	﹤0.01%	2474
2024 Q1	$11.9K	Sell	173 -46	-21%	-$3.22K	﹤0.01%	2048
2023 Q4	$16.2K	Sell	219 -138	-39%	-$11.3K	﹤0.01%	1868
2023 Q3	$37.3K	Buy	357 +21	+6%	+$2.39K	﹤0.01%	1404
2023 Q2	$39.3K	Hold	336	–	–	﹤0.01%	1386
2023 Q1	$26.4K	Buy	336 +30	+10%	+$2.78K	﹤0.01%	1522
2022 Q4	$33.3K	Buy	306 +76	+33%	+$9.12K	﹤0.01%	1259
2022 Q3	$31K	Buy	230 +87	+61%	+$12.5K	﹤0.01%	1190
2022 Q2	$16K	Buy	143 +45	+46%	+$6.55K	﹤0.01%	1432
2022 Q1	$10K	Buy	+98	New	+$20.4K	﹤0.01%	1614