Venturi Wealth Management’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,265
| Closed | -$192K | – | 711 |
|
|
2024
Q4 | $192K | Buy |
2,265
+975
| +76% | +$82.6K | 0.01% | 560 |
|
|
2024
Q3 | $68.1K | Buy |
1,290
+1,020
| +378% | +$53.8K | ﹤0.01% | 674 |
|
|
2024
Q2 | $14.2K | Buy |
270
+78
| +41% | +$4.11K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $13.2K | Buy |
192
+35
| +22% | +$2.41K | ﹤0.01% | 854 |
|
|
2023
Q4 | $12.8K | Buy |
157
+46
| +41% | +$3.75K | ﹤0.01% | 816 |
|
|
2023
Q3 | $12.1K | Buy |
111
+57
| +106% | +$6.19K | ﹤0.01% | 761 |
|
|
2023
Q2 | $6.31K | Sell |
54
-8
| -13% | -$935 | ﹤0.01% | 714 |
|
|
2023
Q1 | $5.03K | Buy |
+62
| New | +$5.03K | ﹤0.01% | 823 |
|