Creative Planning’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
Q3 | $261K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $830K | Sell |
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|
2022
Q2 | $891K | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.14M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.5M | Buy |
|