Commonwealth Equity Services’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,701
| Closed | -$229K | – | 4182 |
|
|
2024
Q4 | $229K | Buy |
+2,701
| New | +$229K | ﹤0.01% | 3647 |
|
|
2024
Q3 | – | Sell |
-12,839
| Closed | -$676K | – | 4071 |
|
|
2024
Q2 | $676K | Buy |
12,839
+3,847
| +43% | +$203K | ﹤0.01% | 2592 |
|
|
2024
Q1 | $618K | Buy |
8,992
+3,972
| +79% | +$273K | ﹤0.01% | 2639 |
|
|
2023
Q4 | $410K | Sell |
5,020
-155
| -3% | -$12.7K | ﹤0.01% | 2894 |
|
|
2023
Q3 | $562K | Buy |
5,175
+14
| +0.3% | +$1.52K | ﹤0.01% | 2488 |
|
|
2023
Q2 | $603K | Sell |
5,161
-530
| -9% | -$61.9K | ﹤0.01% | 2465 |
|
|
2023
Q1 | $461 | Sell |
5,691
-622
| -10% | -$50 | ﹤0.01% | 2630 |
|
|
2022
Q4 | $687K | Buy |
6,313
+669
| +12% | +$72.8K | ﹤0.01% | 2214 |
|
|
2022
Q3 | $747K | Sell |
5,644
-711
| -11% | -$94.1K | ﹤0.01% | 2111 |
|
|
2022
Q2 | $698K | Sell |
6,355
-539
| -8% | -$59.2K | ﹤0.01% | 2171 |
|
|
2022
Q1 | $1.56M | Sell |
6,894
-571
| -8% | -$129K | ﹤0.01% | 1656 |
|
|
2021
Q4 | $1.86M | Buy |
7,465
+2,732
| +58% | +$680K | ﹤0.01% | 1547 |
|
|
2021
Q3 | $1.26M | Buy |
4,733
+431
| +10% | +$115K | ﹤0.01% | 1749 |
|
|
2021
Q2 | $788K | Sell |
4,302
-1,887
| -30% | -$346K | ﹤0.01% | 2097 |
|
|
2021
Q1 | $900K | Sell |
6,189
-93
| -1% | -$13.5K | ﹤0.01% | 1883 |
|
|
2020
Q4 | $857K | Buy |
6,282
+1,595
| +34% | +$218K | ﹤0.01% | 1755 |
|
|
2020
Q3 | $470K | Buy |
4,687
+600
| +15% | +$60.2K | ﹤0.01% | 2005 |
|
|
2020
Q2 | $368K | Buy |
+4,087
| New | +$368K | ﹤0.01% | 2116 |
|