Private Advisor Group’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 |
-5,346
| Closed | -$453K | – | 2290 |
|
|
2024
Q4 | $453K | Sell |
5,346
-1,433
| -21% | -$121K | ﹤0.01% | 1636 |
|
|
2024
Q3 | $358K | Sell |
6,779
-38
| -0.6% | -$2.01K | ﹤0.01% | 1821 |
|
|
2024
Q2 | $359K | Sell |
6,817
-1,086
| -14% | -$57.1K | ﹤0.01% | 1758 |
|
|
2024
Q1 | $543K | Buy |
7,903
+78
| +1% | +$5.36K | ﹤0.01% | 1464 |
|
|
2023
Q4 | $638K | Buy |
7,825
+879
| +13% | +$71.7K | 0.01% | 1335 |
|
|
2023
Q3 | $754K | Buy |
6,946
+6
| +0.1% | +$651 | 0.01% | 1173 |
|
|
2023
Q2 | $811K | Sell |
6,940
-21
| -0.3% | -$2.45K | 0.01% | 1150 |
|
|
2023
Q1 | $565K | Buy |
+6,961
| New | +$565K | 0.01% | 1272 |
|
|
2022
Q4 | – | Sell |
-7,908
| Closed | -$1.05M | – | 1694 |
|
|
2022
Q3 | $1.05M | Buy |
7,908
+20
| +0.3% | +$2.65K | 0.01% | 901 |
|
|
2022
Q2 | $867K | Sell |
7,888
-2,367
| -23% | -$260K | 0.01% | 1134 |
|
|
2022
Q1 | $2.33M | Buy |
10,255
+875
| +9% | +$198K | 0.02% | 742 |
|
|
2021
Q4 | $2.34M | Sell |
9,380
-5,792
| -38% | -$1.44M | 0.02% | 738 |
|
|
2021
Q3 | $4.05M | Buy |
15,172
+6,840
| +82% | +$1.83M | 0.03% | 602 |
|
|
2021
Q2 | $1.53M | Buy |
8,332
+374
| +5% | +$68.5K | 0.01% | 861 |
|
|
2021
Q1 | $1.16M | Buy |
7,958
+243
| +3% | +$35.4K | 0.01% | 928 |
|
|
2020
Q4 | $1.05M | Buy |
7,715
+1,240
| +19% | +$169K | 0.01% | 880 |
|
|
2020
Q3 | $650K | Buy |
6,475
+1,025
| +19% | +$103K | 0.01% | 959 |
|
|
2020
Q2 | $492K | Buy |
+5,450
| New | +$492K | 0.01% | 1023 |
|