Whipplewood Advisors’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
$139 Sell
3
-8
-73% -$371 ﹤0.01% 1188
2025
Q1
$138 Buy
11
+8
+267% +$100 ﹤0.01% 1196
2024
Q4
$254 Buy
+3
New +$254 ﹤0.01% 1155