Commonwealth Equity Services’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,701	Closed	-$229K	–	4182
2024 Q4	$229K	Buy	+2,701	New	+$201K	﹤0.01%	3647
2024 Q3	–	Sell	-12,839	Closed	-$676K	–	4071
2024 Q2	$676K	Buy	12,839 +3,847	+43%	+$218K	﹤0.01%	2592
2024 Q1	$618K	Buy	8,992 +3,972	+79%	+$278K	﹤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%	+$1.59K	﹤0.01%	2488
2023 Q2	$603K	Sell	5,161 -530	-9%	-$50.3K	﹤0.01%	2465
2023 Q1	$461	Sell	5,691 -622	-10%	-$57.7K	﹤0.01%	2630
2022 Q4	$687K	Buy	6,313 +669	+12%	+$80.3K	﹤0.01%	2214
2022 Q3	$747K	Sell	5,644 -711	-11%	-$102K	﹤0.01%	2111
2022 Q2	$698K	Sell	6,355 -539	-8%	-$78.5K	﹤0.01%	2171
2022 Q1	$1.56M	Sell	6,894 -571	-8%	-$119K	﹤0.01%	1656
2021 Q4	$1.86M	Buy	7,465 +2,732	+58%	+$772K	﹤0.01%	1547
2021 Q3	$1.26M	Buy	4,733 +431	+10%	+$99.4K	﹤0.01%	1749
2021 Q2	$788K	Sell	4,302 -1,887	-30%	-$296K	﹤0.01%	2097
2021 Q1	$900K	Sell	6,189 -93	-1%	-$13.9K	﹤0.01%	1883
2020 Q4	$857K	Buy	6,282 +1,595	+34%	+$188K	﹤0.01%	1755
2020 Q3	$470K	Buy	4,687 +600	+15%	+$54.6K	﹤0.01%	2005
2020 Q2	$368K	Buy	+4,087	New	+$263K	﹤0.01%	2116