Cambridge Investment Research 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 | – | Sell |
-5,878
| Closed | -$270K | – | 3631 |
|
|
2025
Q1 | $270K | Buy |
5,878
+2,336
| +66% | +$107K | ﹤0.01% | 2956 |
|
|
2024
Q4 | $300K | Buy |
+3,542
| New | +$300K | ﹤0.01% | 2830 |
|
|
2024
Q2 | – | Sell |
-3,154
| Closed | -$217K | – | 3323 |
|
|
2024
Q1 | $217K | Buy |
3,154
+52
| +2% | +$3.58K | ﹤0.01% | 2962 |
|
|
2023
Q4 | $253K | Buy |
3,102
+1,092
| +54% | +$89.1K | ﹤0.01% | 2719 |
|
|
2023
Q3 | $218K | Buy |
+2,010
| New | +$218K | ﹤0.01% | 2742 |
|
|
2022
Q4 | – | Sell |
-1,879
| Closed | -$249K | – | 3114 |
|
|
2022
Q3 | $249K | Buy |
+1,879
| New | +$249K | ﹤0.01% | 2516 |
|
|
2022
Q2 | – | Sell |
-1,476
| Closed | -$335K | – | 3059 |
|
|
2022
Q1 | $335K | Sell |
1,476
-4,549
| -76% | -$1.03M | ﹤0.01% | 2453 |
|
|
2021
Q4 | $1.5M | Sell |
6,025
-3,586
| -37% | -$893K | 0.01% | 1319 |
|
|
2021
Q3 | $2.57M | Buy |
9,611
+6,592
| +218% | +$1.76M | 0.01% | 959 |
|
|
2021
Q2 | $553K | Buy |
+3,019
| New | +$553K | ﹤0.01% | 1966 |
|