IFP Advisors’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
2,131
-177
| -8% | -$8.83K | ﹤0.01% | 1602 |
|
|
2025
Q1 | $106K | Buy |
2,308
+1,193
| +107% | +$54.7K | ﹤0.01% | 1499 |
|
|
2024
Q4 | $94.4K | Buy |
1,115
+785
| +238% | +$66.5K | ﹤0.01% | 1498 |
|
|
2024
Q3 | $17.4K | Sell |
330
-348
| -51% | -$18.4K | ﹤0.01% | 2194 |
|
|
2024
Q2 | $35.7K | Buy |
678
+414
| +157% | +$21.8K | ﹤0.01% | 1818 |
|
|
2024
Q1 | $18.1K | Buy |
264
+262
| +13,100% | +$18K | ﹤0.01% | 2011 |
|
|
2023
Q4 | $163 | Sell |
2
-439
| -100% | -$35.8K | ﹤0.01% | 2950 |
|
|
2023
Q3 | $47.9K | Sell |
441
-163
| -27% | -$17.7K | ﹤0.01% | 1582 |
|
|
2023
Q2 | $70.6K | Sell |
604
-169
| -22% | -$19.7K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $27.4K | Sell |
773
-444
| -36% | -$15.8K | ﹤0.01% | 1879 |
|
|
2022
Q4 | $67K | Sell |
1,217
-20
| -2% | -$1.1K | ﹤0.01% | 2018 |
|
|
2022
Q3 | $73K | Buy |
1,237
+39
| +3% | +$2.3K | ﹤0.01% | 2086 |
|
|
2022
Q2 | $70K | Hold |
1,198
| – | – | ﹤0.01% | 1925 |
|
|
2022
Q1 | $70K | Sell |
1,198
-2,162
| -64% | -$126K | ﹤0.01% | 1925 |
|
|
2021
Q4 | $826K | Buy |
3,360
+3,135
| +1,393% | +$771K | 0.02% | 449 |
|
|
2021
Q3 | $59K | Buy |
225
+174
| +341% | +$45.6K | ﹤0.01% | 1467 |
|
|
2021
Q2 | $9K | Buy |
51
+1
| +2% | +$176 | ﹤0.01% | 2229 |
|
|
2021
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 2247 |
|