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 |
|