Summit Wealth & Retirement Planning’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 | $231K | Hold |
5,000
| – | – | 0.06% | 92 |
|
|
2025
Q1 | $229K | Buy |
+5,000
| New | +$229K | 0.07% | 70 |
|
|
2024
Q1 | – | Sell |
-15,000
| Closed | -$1.22M | – | 64 |
|
|
2023
Q4 | $1.22M | Hold |
15,000
| – | – | 0.52% | 22 |
|
|
2023
Q3 | $1.63M | Hold |
15,000
| – | – | 0.66% | 23 |
|
|
2023
Q2 | $1.75M | Hold |
15,000
| – | – | 0.69% | 23 |
|
|
2023
Q1 | $1.22M | Hold |
15,000
| – | – | 0.46% | 28 |
|
|
2022
Q4 | $1.63M | Hold |
15,000
| – | – | 0.66% | 27 |
|
|
2022
Q3 | $1.99M | Hold |
15,000
| – | – | 0.79% | 25 |
|
|
2022
Q2 | $1.65M | Buy |
+15,000
| New | +$1.65M | 0.63% | 32 |
|