Private Wealth Management 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
Q2 | – | Sell |
-55
| Closed | -$2.52K | – | 1511 |
|
|
2025
Q1 | $2.52K | Sell |
55
-47
| -46% | -$2.16K | ﹤0.01% | 979 |
|
|
2024
Q4 | $8.64K | Hold |
102
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $5.38K | Buy |
102
+81
| +386% | +$4.27K | ﹤0.01% | 702 |
|
|
2024
Q2 | $1.11K | Buy |
21
+6
| +40% | +$316 | ﹤0.01% | 1246 |
|
|
2024
Q1 | $1.03K | Sell |
15
-1
| -6% | -$69 | ﹤0.01% | 1257 |
|
|
2023
Q4 | $1.31K | Buy |
+16
| New | +$1.31K | ﹤0.01% | 1169 |
|