PAG
Private Advisory Group’s BILL Holdings BILL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 201 |
|
|
2025
Q1 | – | Sell |
-63,624
| Closed | -$5.39M | – | 197 |
|
|
2024
Q4 | $5.39M | Buy |
63,624
+234
| +0.4% | +$19.8K | 0.6% | 45 |
|
|
2024
Q3 | $3.34M | Buy |
+63,390
| New | +$3.34M | 0.4% | 58 |
|
|
2023
Q2 | – | Sell |
-53,725
| Closed | -$4.36M | – | 206 |
|
|
2023
Q1 | $4.36M | Buy |
53,725
+23,400
| +77% | +$1.9M | 0.93% | 29 |
|
|
2022
Q4 | $3.3M | Buy |
30,325
+1,956
| +7% | +$213K | 0.72% | 40 |
|
|
2022
Q3 | $3.76M | Sell |
28,369
-5,793
| -17% | -$767K | 0.86% | 36 |
|
|
2022
Q2 | $3.76M | Buy |
34,162
+6,929
| +25% | +$762K | 0.85% | 39 |
|
|
2022
Q1 | $6.18M | Buy |
27,233
+9,192
| +51% | +$2.08M | 1.21% | 25 |
|
|
2021
Q4 | $4.5M | Buy |
18,041
+7,670
| +74% | +$1.91M | 0.85% | 31 |
|
|
2021
Q3 | $2.77M | Sell |
10,371
-9,922
| -49% | -$2.65M | 0.68% | 37 |
|
|
2021
Q2 | $3.72M | Buy |
+20,293
| New | +$3.72M | 0.94% | 31 |
|