Envestnet Asset Management’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $346K | Buy |
9,029
+3,362
| +59% | +$150K | ﹤0.01% | 4195 |
|
|
2025
Q4 | $309K | Sell |
5,667
-1,019
| -15% | -$52.4K | ﹤0.01% | 4022 |
|
|
2025
Q3 | $354K | Buy |
+6,686
| New | +$311K | ﹤0.01% | 3980 |
|
|
2025
Q2 | – | Sell |
-98,875
| Closed | -$4.54M | – | 4440 |
|
|
2025
Q1 | $4.54M | Buy |
98,875
+19,378
| +24% | +$1.3M | ﹤0.01% | 2192 |
|
|
2024
Q4 | $6.73M | Buy |
79,497
+64,169
| +419% | +$4.79M | ﹤0.01% | 1897 |
|
|
2024
Q3 | $809K | Buy |
15,328
+3,470
| +29% | +$179K | ﹤0.01% | 3259 |
|
|
2024
Q2 | $624K | Sell |
11,858
-7,134
| -38% | -$404K | ﹤0.01% | 3330 |
|
|
2024
Q1 | $1.31M | Sell |
18,992
-146,258
| -89% | -$10.2M | ﹤0.01% | 2847 |
|
|
2023
Q4 | $13.5M | Sell |
165,250
-112,335
| -40% | -$9.22M | 0.01% | 1263 |
|
|
2023
Q3 | $30.1M | Sell |
277,585
-12,983
| -4% | -$1.48M | 0.01% | 778 |
|
|
2023
Q2 | $34M | Buy |
290,568
+58,156
| +25% | +$5.52M | 0.02% | 653 |
|
|
2023
Q1 | $18.9M | Buy |
232,412
+33,375
| +17% | +$3.1M | 0.01% | 917 |
|
|
2022
Q4 | $21.7M | Sell |
199,037
-3,226
| -2% | -$387K | 0.01% | 819 |
|
|
2022
Q3 | $26.8M | Sell |
202,263
-5,297
| -3% | -$761K | 0.02% | 643 |
|
|
2022
Q2 | $22.8M | Buy |
207,560
+98,478
| +90% | +$14.3M | 0.01% | 725 |
|
|
2022
Q1 | $24.7M | Buy |
109,082
+83,245
| +322% | +$17.4M | 0.01% | 752 |
|
|
2021
Q4 | $6.44M | Buy |
25,837
+6,171
| +31% | +$1.74M | ﹤0.01% | 1445 |
|
|
2021
Q3 | $5.25M | Buy |
19,666
+12,338
| +168% | +$2.85M | ﹤0.01% | 1515 |
|
|
2021
Q2 | $1.34M | Buy |
7,328
+81
| +1% | +$12.7K | ﹤0.01% | 2336 |
|
|
2021
Q1 | $1.05M | Buy |
7,247
+4,650
| +179% | +$697K | ﹤0.01% | 2368 |
|
|
2020
Q4 | $354K | Buy |
2,597
+423
| +19% | +$49.9K | ﹤0.01% | 2841 |
|
|
2020
Q3 | $218K | Buy |
+2,174
| New | +$198K | ﹤0.01% | 2879 |
|
Other funds holding BILL
ECH
SV
VPM
VCM
SM
CAM
GF
