Oppenheimer & 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 |
-7,237
| Closed | -$613K | – | 1580 |
|
|
2024
Q4 | $613K | Buy |
7,237
+1,494
| +26% | +$127K | 0.01% | 1006 |
|
|
2024
Q3 | $303K | Buy |
+5,743
| New | +$303K | ﹤0.01% | 1223 |
|
|
2022
Q2 | – | Sell |
-1,209
| Closed | -$274K | – | 1421 |
|
|
2022
Q1 | $274K | Sell |
1,209
-5
| -0.4% | -$1.13K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $302K | Buy |
1,214
+31
| +3% | +$7.71K | 0.01% | 1223 |
|
|
2021
Q3 | $316K | Sell |
1,183
-41
| -3% | -$11K | 0.01% | 1203 |
|
|
2021
Q2 | $224K | Sell |
1,224
-352
| -22% | -$64.4K | ﹤0.01% | 1377 |
|
|
2021
Q1 | $229K | Buy |
+1,576
| New | +$229K | ﹤0.01% | 1295 |
|