WF
WoodTrust Financial’s BILL Holdings BILL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
42,955
+25,055
| +140% | +$3.75M | 0.82% | 37 |
|
|
2025
Q1 | $821K | Buy |
17,900
+9,900
| +124% | +$454K | 0.12% | 91 |
|
|
2024
Q4 | $678K | Hold |
8,000
| – | – | 0.1% | 99 |
|
|
2024
Q3 | $422K | Buy |
+8,000
| New | +$422K | 0.06% | 120 |
|
|
2024
Q1 | – | Sell |
-3,400
| Closed | -$277K | – | 169 |
|
|
2023
Q4 | $277K | Buy |
+3,400
| New | +$277K | 0.05% | 139 |
|
|
2023
Q1 | – | Sell |
-2,700
| Closed | -$294K | – | 146 |
|
|
2022
Q4 | $294K | Buy |
2,700
+250
| +10% | +$27.2K | 0.06% | 122 |
|
|
2022
Q3 | $324K | Buy |
+2,450
| New | +$324K | 0.07% | 116 |
|