Shepherd Financial Partners’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $1.43M | Hold |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $2.38M | Hold |
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|
2023
Q2 | $2.56M | Hold |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $2.85M | Hold |
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|
2022
Q2 | $2.36M | Hold |
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|
2022
Q1 | $4.88M | Hold |
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|
2021
Q4 | $5.36M | Hold |
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|
2021
Q3 | $5.74M | Hold |
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|
2021
Q2 | $3.94M | Hold |
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|
2021
Q1 | $3.13M | Hold |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $3.01M | Sell |
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|
2020
Q2 | $3.61M | Buy |
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