Institute for Wealth Management’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
6,919
| – | – | 0.04% | 417 |
|
|
2025
Q1 | $318K | Sell |
6,919
-65
| -0.9% | -$2.98K | 0.04% | 401 |
|
|
2024
Q4 | $592K | Sell |
6,984
-386
| -5% | -$32.7K | 0.07% | 259 |
|
|
2024
Q3 | $389K | Sell |
7,370
-300
| -4% | -$15.8K | 0.05% | 353 |
|
|
2024
Q2 | $404K | Buy |
7,670
+322
| +4% | +$16.9K | 0.05% | 327 |
|
|
2024
Q1 | $505K | Buy |
7,348
+2,171
| +42% | +$149K | 0.07% | 285 |
|
|
2023
Q4 | $422K | Buy |
+5,177
| New | +$422K | 0.07% | 295 |
|
|
2022
Q4 | – | Sell |
-1,958
| Closed | -$259K | – | 448 |
|
|
2022
Q3 | $259K | Buy |
+1,958
| New | +$259K | 0.06% | 365 |
|
|
2022
Q2 | – | Sell |
-1,198
| Closed | -$272K | – | 530 |
|
|
2022
Q1 | $272K | Hold |
1,198
| – | – | 0.04% | 449 |
|
|
2021
Q4 | $298K | Buy |
1,198
+38
| +3% | +$9.45K | 0.05% | 379 |
|
|
2021
Q3 | $310K | Sell |
1,160
-154
| -12% | -$41.2K | 0.05% | 364 |
|
|
2021
Q2 | $241K | Buy |
+1,314
| New | +$241K | 0.04% | 424 |
|