Creative Planning’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 |
-2,846
| Closed | -$241K | – | 3465 |
|
|
2024
Q4 | $241K | Buy |
+2,846
| New | +$241K | ﹤0.01% | 2827 |
|
|
2024
Q1 | – | Sell |
-2,921
| Closed | -$238K | – | 2859 |
|
|
2023
Q4 | $238K | Sell |
2,921
-2,865
| -50% | -$234K | ﹤0.01% | 2270 |
|
|
2023
Q3 | $628K | Sell |
5,786
-545
| -9% | -$59.2K | ﹤0.01% | 1409 |
|
|
2023
Q2 | $740K | Buy |
6,331
+924
| +17% | +$108K | ﹤0.01% | 1292 |
|
|
2023
Q1 | $439K | Sell |
5,407
-479
| -8% | -$38.9K | ﹤0.01% | 1547 |
|
|
2022
Q4 | $641K | Sell |
5,886
-388
| -6% | -$42.3K | ﹤0.01% | 1282 |
|
|
2022
Q3 | $830K | Sell |
6,274
-1,836
| -23% | -$243K | ﹤0.01% | 1038 |
|
|
2022
Q2 | $891K | Buy |
8,110
+2,440
| +43% | +$268K | ﹤0.01% | 1020 |
|
|
2022
Q1 | $1.29M | Buy |
+5,670
| New | +$1.29M | ﹤0.01% | 871 |
|
|
2021
Q4 | – | Sell |
-8,002
| Closed | -$2.14M | – | 2084 |
|
|
2021
Q3 | $2.14M | Sell |
8,002
-1,614
| -17% | -$431K | ﹤0.01% | 666 |
|
|
2021
Q2 | $1.76M | Sell |
9,616
-687
| -7% | -$126K | ﹤0.01% | 721 |
|
|
2021
Q1 | $1.5M | Buy |
+10,303
| New | +$1.5M | ﹤0.01% | 828 |
|