HighTower Advisors’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,370
| Closed | -$402K | – | 3814 |
|
|
2025
Q4 | $402K | Buy |
7,370
+107
| +1% | +$5.5K | ﹤0.01% | 2806 |
|
|
2025
Q3 | $385K | Buy |
7,263
+910
| +14% | +$42.3K | ﹤0.01% | 2828 |
|
|
2025
Q2 | $294K | Sell |
6,353
-2,572
| -29% | -$114K | ﹤0.01% | 2960 |
|
|
2025
Q1 | $410K | Buy |
8,925
+1,966
| +28% | +$132K | ﹤0.01% | 2622 |
|
|
2024
Q4 | $589K | Sell |
6,959
-825
| -11% | -$61.5K | ﹤0.01% | 2345 |
|
|
2024
Q3 | $411K | Buy |
7,784
+513
| +7% | +$26.4K | ﹤0.01% | 2550 |
|
|
2024
Q2 | $382K | Buy |
7,271
+237
| +3% | +$13.4K | ﹤0.01% | 2517 |
|
|
2024
Q1 | $484K | Sell |
7,034
-245
| -3% | -$17.1K | ﹤0.01% | 2304 |
|
|
2023
Q4 | $591K | Sell |
7,279
-796
| -10% | -$65.4K | ﹤0.01% | 2200 |
|
|
2023
Q3 | $877K | Sell |
8,075
-968
| -11% | -$110K | ﹤0.01% | 1860 |
|
|
2023
Q2 | $1.05M | Sell |
9,043
-5,701
| -39% | -$542K | ﹤0.01% | 1722 |
|
|
2023
Q1 | $1.18M | Buy |
14,744
+537
| +4% | +$49.8K | ﹤0.01% | 1575 |
|
|
2022
Q4 | $1.55M | Sell |
14,207
-640
| -4% | -$76.8K | ﹤0.01% | 1422 |
|
|
2022
Q3 | $1.98M | Sell |
14,847
-13,939
| -48% | -$2M | 0.01% | 1247 |
|
|
2022
Q2 | $3.17M | Buy |
28,786
+15,196
| +112% | +$2.21M | 0.01% | 1017 |
|
|
2022
Q1 | $3.08M | Buy |
13,590
+1,392
| +11% | +$290K | 0.01% | 1127 |
|
|
2021
Q4 | $3.04M | Buy |
12,198
+152
| +1% | +$43K | 0.01% | 1138 |
|
|
2021
Q3 | $3.22M | Sell |
12,046
-10,282
| -46% | -$2.37M | 0.01% | 1015 |
|
|
2021
Q2 | $4.09M | Sell |
22,328
-10
| -0% | -$1.57K | 0.01% | 885 |
|
|
2021
Q1 | $3.25M | Buy |
22,338
+1,878
| +9% | +$281K | 0.01% | 895 |
|
|
2020
Q4 | $2.79M | Buy |
20,460
+1,197
| +6% | +$141K | 0.01% | 771 |
|
|
2020
Q3 | $1.93M | Buy |
19,263
+1,727
| +10% | +$157K | 0.01% | 891 |
|
|
2020
Q2 | $1.58M | Buy |
+17,536
| New | +$1.13M | 0.01% | 902 |
|
Other funds holding BILL
ECH
SV
VPM
VCM
SM
CAM
GF
