Pinnacle Wealth Planning Services’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	-2,558	Closed	-$217K	–	402
2024 Q4	$217K	Buy	+2,558	New	+$217K	0.03%	339
2021 Q1	–	Sell	-5	Closed	-$1K	–	534
2020 Q4	$1K	Buy	+5	New	+$1K	﹤0.01%	2063