True Wealth Design’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
$47 Sell
1
-2
-67% -$94 ﹤0.01% 2392
2025
Q1
$138 Buy
+3
New +$138 ﹤0.01% 2093
2024
Q2
Sell
-5
Closed -$344 784
2024
Q1
$344 Buy
5
+3
+150% +$206 ﹤0.01% 691
2023
Q4
$164 Hold
2
﹤0.01% 702
2023
Q3
$218 Buy
2
+1
+100% +$109 ﹤0.01% 621
2023
Q2
$117 Hold
1
﹤0.01% 711
2023
Q1
$82 Hold
1
﹤0.01% 804
2022
Q4
$109 Buy
+1
New +$109 ﹤0.01% 730