Institute for Wealth Management’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
Q3 | $364K | Sell |
|
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|
2025
Q2 | $320K | Hold |
|
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|
2025
Q1 | $318K | Sell |
|
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|
2024
Q4 | $592K | Sell |
|
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|
2024
Q3 | $389K | Sell |
|
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|
2024
Q2 | $404K | Buy |
|
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|
2024
Q1 | $505K | Buy |
|
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|
2023
Q4 | $422K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $259K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $272K | Hold |
|
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|
2021
Q4 | $298K | Buy |
|
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|
2021
Q3 | $310K | Sell |
|
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|
2021
Q2 | $241K | Buy |
|