JFS Wealth Advisors’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 | $879 | Sell |
19
-11
| -37% | -$509 | ﹤0.01% | 1599 |
|
|
2025
Q1 | $1.38K | Hold |
30
| – | – | ﹤0.01% | 1585 |
|
|
2024
Q4 | $2.54K | Buy |
30
+16
| +114% | +$1.36K | ﹤0.01% | 1381 |
|
|
2024
Q3 | $739 | Buy |
14
+1
| +8% | +$53 | ﹤0.01% | 1743 |
|
|
2024
Q2 | $685 | Sell |
13
-1
| -7% | -$53 | ﹤0.01% | 1758 |
|
|
2024
Q1 | $963 | Sell |
14
-6
| -30% | -$413 | ﹤0.01% | 1670 |
|
|
2023
Q4 | $1.63K | Sell |
20
-17
| -46% | -$1.39K | ﹤0.01% | 1511 |
|
|
2023
Q3 | $4.02K | Buy |
37
+19
| +106% | +$2.06K | ﹤0.01% | 1090 |
|
|
2023
Q2 | $2.1K | Buy |
+18
| New | +$2.1K | ﹤0.01% | 1368 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$1.63K | – | 1960 |
|
|
2022
Q4 | $1.63K | Sell |
15
-7
| -32% | -$763 | ﹤0.01% | 1447 |
|
|
2022
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 1145 |
|
|
2022
Q2 | $2K | Buy |
22
+10
| +83% | +$909 | ﹤0.01% | 1284 |
|
|
2022
Q1 | $3K | Buy |
12
+8
| +200% | +$2K | ﹤0.01% | 1213 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1266 |
|