NewEdge 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 | – | Sell |
-225
| Closed | -$10.3K | – | 3996 |
|
|
2025
Q1 | $10.3K | Hold |
225
| – | – | ﹤0.01% | 3090 |
|
|
2024
Q4 | $19.1K | Hold |
225
| – | – | ﹤0.01% | 2823 |
|
|
2024
Q3 | $11.9K | Buy |
+225
| New | +$11.9K | ﹤0.01% | 2885 |
|
|
2024
Q2 | – | Sell |
-404
| Closed | -$27.8K | – | 3812 |
|
|
2024
Q1 | $27.8K | Hold |
404
| – | – | ﹤0.01% | 2505 |
|
|
2023
Q4 | $33K | Buy |
404
+204
| +102% | +$16.6K | ﹤0.01% | 2380 |
|
|
2023
Q3 | $21.7K | Hold |
200
| – | – | ﹤0.01% | 2360 |
|
|
2023
Q2 | $23.4K | Sell |
200
-15
| -7% | -$1.75K | ﹤0.01% | 2339 |
|
|
2023
Q1 | $17.4K | Sell |
215
-205
| -49% | -$16.6K | ﹤0.01% | 2384 |
|
|
2022
Q4 | $22K | Buy |
+420
| New | +$22K | ﹤0.01% | 2090 |
|
|
2022
Q1 | – | Sell |
-3,646
| Closed | -$909K | – | 1194 |
|
|
2021
Q4 | $909K | Buy |
3,646
+540
| +17% | +$135K | 0.01% | 777 |
|
|
2021
Q3 | $829K | Buy |
+3,106
| New | +$829K | 0.02% | 584 |
|