Summit Trail Advisors’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
Q3 | $16.2M | Buy |
|
|||||
|
2025
Q2 | $11.7M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $14.8M | Buy |
|
|||||
|
2024
Q2 | $14.8M | Buy |
|
|||||
|
2024
Q1 | $19.3M | Buy |
|
|||||
|
2023
Q4 | $374K | Sell |
|
|||||
|
2023
Q3 | $1.15M | Sell |
|
|||||
|
2023
Q2 | $1.45M | Buy |
|
|||||
|
2023
Q1 | $999K | Buy |
|
|||||
|
2022
Q4 | $1.15M | Buy |
|
|||||
|
2022
Q3 | $1.38M | Buy |
|
|||||
|
2022
Q2 | $969K | Buy |
|
|||||
|
2022
Q1 | $569K | Sell |
|
|||||
|
2021
Q4 | $64.9M | Buy |
|
|||||
|
2021
Q3 | $69.5M | Buy |
|