IFP Advisors’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 | $4.44K | Buy |
116
+74
| +176% | +$3.31K | ﹤0.01% | 3597 |
|
|
2025
Q4 | $2.29K | Buy |
42
+5
| +14% | +$257 | ﹤0.01% | 3788 |
|
|
2025
Q3 | $1.96K | Sell |
37
-2,094
| -98% | -$97.3K | ﹤0.01% | 3702 |
|
|
2025
Q2 | $106K | Sell |
2,131
-177
| -8% | -$7.82K | ﹤0.01% | 1602 |
|
|
2025
Q1 | $106K | Buy |
2,308
+1,193
| +107% | +$80.2K | ﹤0.01% | 1499 |
|
|
2024
Q4 | $94.4K | Buy |
1,115
+785
| +238% | +$58.5K | ﹤0.01% | 1498 |
|
|
2024
Q3 | $17.4K | Sell |
330
-348
| -51% | -$17.9K | ﹤0.01% | 2194 |
|
|
2024
Q2 | $35.7K | Buy |
678
+414
| +157% | +$23.4K | ﹤0.01% | 1818 |
|
|
2024
Q1 | $18.1K | Buy |
264
+262
| +13,100% | +$18.3K | ﹤0.01% | 2011 |
|
|
2023
Q4 | $163 | Sell |
2
-439
| -100% | -$36K | ﹤0.01% | 2950 |
|
|
2023
Q3 | $47.9K | Sell |
441
-163
| -27% | -$18.5K | ﹤0.01% | 1582 |
|
|
2023
Q2 | $70.6K | Sell |
604
-169
| -22% | -$16.1K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $27.4K | Sell |
773
-444
| -36% | -$41.2K | ﹤0.01% | 1879 |
|
|
2022
Q4 | $67K | Sell |
1,217
-20
| -2% | -$2.4K | ﹤0.01% | 2018 |
|
|
2022
Q3 | $73K | Buy |
1,237
+39
| +3% | +$5.6K | ﹤0.01% | 2085 |
|
|
2022
Q2 | $70K | Hold |
1,198
| – | – | ﹤0.01% | 1924 |
|
|
2022
Q1 | $70K | Sell |
1,198
-2,162
| -64% | -$451K | ﹤0.01% | 1924 |
|
|
2021
Q4 | $826K | Buy |
3,360
+3,135
| +1,393% | +$886K | 0.02% | 453 |
|
|
2021
Q3 | $59K | Buy |
225
+174
| +341% | +$40.1K | ﹤0.01% | 1515 |
|
|
2021
Q2 | $9K | Buy |
51
+1
| +2% | +$157 | ﹤0.01% | 2239 |
|
|
2021
Q1 | $7K | Buy |
+50
| New | +$7.49K | ﹤0.01% | 2263 |
|
Other funds holding BILL
ECH
SV
VPM
VCM
SM
CAM
GF
