Brinker Capital Investments’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 | – | Sell |
-19,414
| Closed | -$891K | – | 1979 |
|
|
2025
Q1 | $891K | Buy |
19,414
+11,648
| +150% | +$535K | 0.01% | 1143 |
|
|
2024
Q4 | $658K | Buy |
+7,766
| New | +$658K | 0.01% | 1247 |
|
|
2023
Q4 | – | Sell |
-2,879
| Closed | -$313K | – | 1658 |
|
|
2023
Q3 | $313K | Sell |
2,879
-142
| -5% | -$15.4K | ﹤0.01% | 1361 |
|
|
2023
Q2 | $353K | Buy |
+3,021
| New | +$353K | ﹤0.01% | 1345 |
|
|
2023
Q1 | – | Sell |
-2,784
| Closed | -$303K | – | 1564 |
|
|
2022
Q4 | $303K | Buy |
2,784
+538
| +24% | +$58.6K | 0.01% | 1147 |
|
|
2022
Q3 | $297K | Buy |
2,246
+158
| +8% | +$20.9K | 0.01% | 1120 |
|
|
2022
Q2 | $230K | Buy |
2,088
+524
| +34% | +$57.7K | ﹤0.01% | 1252 |
|
|
2022
Q1 | $355K | Buy |
1,564
+272
| +21% | +$61.7K | 0.01% | 1161 |
|
|
2021
Q4 | $322K | Sell |
1,292
-100
| -7% | -$24.9K | ﹤0.01% | 1219 |
|
|
2021
Q3 | $255K | Hold |
1,392
| – | – | ﹤0.01% | 1200 |
|
|
2021
Q2 | $255K | Buy |
+1,392
| New | +$255K | ﹤0.01% | 1252 |
|