SVB Wealth’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 |
-284
| Closed | -$13K | – | 644 |
|
|
2025
Q1 | $13K | Buy |
+284
| New | +$13K | ﹤0.01% | 829 |
|
|
2024
Q2 | – | Sell |
-3,245
| Closed | -$223K | – | 758 |
|
|
2024
Q1 | $223K | Sell |
3,245
-15
| -0.5% | -$1.03K | 0.01% | 730 |
|
|
2023
Q4 | $266K | Buy |
3,260
+114
| +4% | +$9.3K | 0.01% | 669 |
|
|
2023
Q3 | $342K | Sell |
3,146
-26
| -0.8% | -$2.82K | 0.01% | 575 |
|
|
2023
Q2 | $371K | Buy |
3,172
+93
| +3% | +$10.9K | 0.01% | 582 |
|
|
2023
Q1 | $250K | Buy |
+3,079
| New | +$250K | ﹤0.01% | 807 |
|
|
2022
Q4 | – | Sell |
-1,727
| Closed | -$229K | – | 1048 |
|
|
2022
Q3 | $229K | Buy |
+1,727
| New | +$229K | ﹤0.01% | 794 |
|