Precision Wealth Strategies’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,933	Closed	-$202K	–	106
2024 Q1	$202K	Sell	2,933 -1,463	-33%	-$102K	0.19%	95
2023 Q4	$359K	Buy	4,396 +2	+0%	+$164	0.35%	54
2023 Q3	$477K	Buy	4,394 +247	+6%	+$28.1K	0.52%	29
2023 Q2	$485K	Sell	4,147 -88	-2%	-$8.36K	0.79%	27
2023 Q1	$344K	Sell	4,235 -814	-16%	-$75.5K	0.54%	42
2022 Q4	$550K	Sell	5,049 -2,136	-30%	-$256K	0.57%	30
2022 Q3	$909K	Sell	7,185 -1,002	-12%	-$144K	0.8%	21
2022 Q2	$1M	Buy	8,187 +925	+13%	+$135K	0.79%	19
2022 Q1	$1.65M	Buy	7,262 +511	+8%	+$107K	0.98%	14
2021 Q4	$1.68M	Buy	6,751 +97	+1%	+$27.4K	1.21%	14
2021 Q3	$1.78M	Sell	6,654 -988	-13%	-$228K	1.37%	14
2021 Q2	$1.4M	Buy	7,642 +787	+11%	+$123K	1.2%	16
2021 Q1	$997K	Buy	6,855 +1,368	+25%	+$205K	0.96%	15
2020 Q4	$749K	Buy	+5,487	New	+$647K	0.81%	10