Aspiriant LLC’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
$2.76M Buy
59,607
+10
+0% +$463 0.09% 88
2025
Q1
$2.73M Buy
59,597
+3
+0% +$138 0.09% 83
2024
Q4
$5.05M Sell
59,594
-2,511
-4% -$213K 0.18% 57
2024
Q3
$3.28M Sell
62,105
-200,000
-76% -$10.6M 0.12% 72
2024
Q2
$13.8M Sell
262,105
-6
-0% -$316 0.56% 29
2024
Q1
$18M Buy
262,111
+6
+0% +$412 0.75% 24
2023
Q4
$21.4M Hold
262,105
0.96% 21
2023
Q3
$28.5M Sell
262,105
-1,375
-0.5% -$149K 1.46% 11
2023
Q2
$30.8M Sell
263,480
-1,579
-0.6% -$185K 1.56% 11
2023
Q1
$21.5M Sell
265,059
-1,171
-0.4% -$95K 1.13% 18
2022
Q4
$29M Hold
266,230
1.48% 13
2022
Q3
$35.2M Sell
266,230
-12,750
-5% -$1.69M 1.72% 12
2022
Q2
$30.7M Buy
278,980
+23,674
+9% +$2.6M 1.48% 15
2022
Q1
$57.9M Sell
255,306
-2,934
-1% -$665K 3.18% 7
2021
Q4
$64.3M Buy
258,240
+7,142
+3% +$1.78M 3.44% 7
2021
Q3
$67M Sell
251,098
-153,849
-38% -$41.1M 3.94% 5
2021
Q2
$74.2M Buy
404,947
+2,208
+0.5% +$404K 4.19% 5
2021
Q1
$58.6M Hold
402,739
3.74% 6
2020
Q4
$55M Sell
402,739
-622
-0.2% -$84.9K 3.75% 6
2020
Q3
$40.5M Buy
403,361
+354,552
+726% +$35.6M 3.16% 11
2020
Q2
$4.4M Buy
+48,809
New +$4.4M 0.41% 32