Joel Isaacson & Co’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,880
| Closed | -$329K | – | 400 |
|
|
2024
Q4 | $329K | Hold |
3,880
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $205K | Sell |
3,880
-72
| -2% | -$3.8K | 0.01% | 348 |
|
|
2024
Q2 | $208K | Sell |
3,952
-61
| -2% | -$3.21K | 0.01% | 328 |
|
|
2024
Q1 | $276K | Buy |
4,013
+61
| +2% | +$4.19K | 0.02% | 286 |
|
|
2023
Q4 | $322K | Hold |
3,952
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $429K | Hold |
3,952
| – | – | 0.03% | 200 |
|
|
2023
Q2 | $462K | Hold |
3,952
| – | – | 0.03% | 200 |
|
|
2023
Q1 | $321K | Hold |
3,952
| – | – | 0.02% | 245 |
|
|
2022
Q4 | $431K | Hold |
3,952
| – | – | 0.03% | 201 |
|
|
2022
Q3 | $523K | Hold |
3,952
| – | – | 0.05% | 160 |
|
|
2022
Q2 | $434K | Hold |
3,952
| – | – | 0.04% | 178 |
|
|
2022
Q1 | $760K | Buy |
3,952
+38
| +1% | +$7.31K | 0.06% | 138 |
|
|
2021
Q4 | $975K | Hold |
3,914
| – | – | 0.07% | 121 |
|
|
2021
Q3 | $1.05M | Buy |
3,914
+41
| +1% | +$10.9K | 0.08% | 109 |
|
|
2021
Q2 | $709K | Hold |
3,873
| – | – | 0.06% | 140 |
|
|
2021
Q1 | $564K | Hold |
3,873
| – | – | 0.05% | 148 |
|
|
2020
Q4 | $529K | Hold |
3,873
| – | – | 0.05% | 143 |
|
|
2020
Q3 | $389K | Hold |
3,873
| – | – | 0.05% | 150 |
|
|
2020
Q2 | $349K | Buy |
+3,873
| New | +$349K | 0.05% | 149 |
|