Steward Partners Investment Advisory’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.3K | Sell |
608
-571
| -48% | -$25.5K | ﹤0.01% | 3161 |
|
|
2025
Q4 | $64.3K | Sell |
1,179
-250
| -17% | -$12.8K | ﹤0.01% | 2542 |
|
|
2025
Q3 | $75.7K | Sell |
1,429
-1,160
| -45% | -$53.9K | ﹤0.01% | 2401 |
|
|
2025
Q2 | $120K | Buy |
2,589
+50
| +2% | +$2.21K | ﹤0.01% | 2008 |
|
|
2025
Q1 | $117K | Sell |
2,539
-88
| -3% | -$5.92K | ﹤0.01% | 1931 |
|
|
2024
Q4 | $223K | Sell |
2,627
-25
| -0.9% | -$1.86K | ﹤0.01% | 1549 |
|
|
2024
Q3 | $140K | Sell |
2,652
-282
| -10% | -$14.5K | ﹤0.01% | 1707 |
|
|
2024
Q2 | $154K | Sell |
2,934
-450
| -13% | -$25.5K | ﹤0.01% | 1569 |
|
|
2024
Q1 | $233K | Buy |
3,384
+850
| +34% | +$59.4K | ﹤0.01% | 1368 |
|
|
2023
Q4 | $207K | Buy |
2,534
+415
| +20% | +$34.1K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $230K | Buy |
2,119
+395
| +23% | +$44.9K | ﹤0.01% | 1219 |
|
|
2023
Q2 | $201K | Buy |
1,724
+100
| +6% | +$9.5K | ﹤0.01% | 1288 |
|
|
2023
Q1 | $132K | Buy |
1,624
+496
| +44% | +$46K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $123K | Buy |
1,128
+40
| +4% | +$4.8K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $144K | Buy |
1,088
+54
| +5% | +$7.76K | ﹤0.01% | 1341 |
|
|
2022
Q2 | $114K | Sell |
1,034
-146
| -12% | -$21.3K | ﹤0.01% | 1437 |
|
|
2022
Q1 | $268K | Buy |
1,180
+131
| +12% | +$27.3K | ﹤0.01% | 1182 |
|
|
2021
Q4 | $261K | Buy |
1,049
+210
| +25% | +$59.4K | ﹤0.01% | 1197 |
|
|
2021
Q3 | $224K | Buy |
839
+14
| +2% | +$3.23K | ﹤0.01% | 1227 |
|
|
2021
Q2 | $151K | Sell |
825
-139
| -14% | -$21.8K | ﹤0.01% | 1777 |
|
|
2021
Q1 | $140K | Buy |
964
+534
| +124% | +$80K | ﹤0.01% | 1449 |
|
|
2020
Q4 | $59K | Hold |
430
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q3 | $43K | Buy |
+430
| New | +$39.1K | ﹤0.01% | 1562 |
|
Other funds holding BILL
ECH
SV
VPM
VCM
SM
CAM
GF
