Joel Isaacson & Co’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 | $209K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $329K | Hold |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $462K | Hold |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $523K | Hold |
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|
2022
Q2 | $434K | Hold |
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|
2022
Q1 | $760K | Buy |
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|
2021
Q4 | $975K | Hold |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $709K | Hold |
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|
2021
Q1 | $564K | Hold |
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|
2020
Q4 | $529K | Hold |
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|
2020
Q3 | $389K | Hold |
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|
2020
Q2 | $349K | Buy |
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