LPL Financial’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 | $33.7M | Buy |
878,947
+287,575
| +49% | +$12.9M | 0.01% | 1111 |
|
|
2025
Q4 | $32.3M | Sell |
591,372
-72,063
| -11% | -$3.7M | 0.01% | 1101 |
|
|
2025
Q3 | $35.1M | Buy |
663,435
+4,124
| +0.6% | +$192K | 0.01% | 1013 |
|
|
2025
Q2 | $30.5M | Buy |
659,311
+571,820
| +654% | +$25.3M | 0.01% | 1016 |
|
|
2025
Q1 | $4.01M | Buy |
87,491
+22,958
| +36% | +$1.54M | ﹤0.01% | 2336 |
|
|
2024
Q4 | $5.47M | Sell |
64,533
-1,847
| -3% | -$138K | ﹤0.01% | 2011 |
|
|
2024
Q3 | $3.5M | Buy |
66,380
+54,125
| +442% | +$2.79M | ﹤0.01% | 2253 |
|
|
2024
Q2 | $645K | Buy |
12,255
+1,753
| +17% | +$99.2K | ﹤0.01% | 3639 |
|
|
2024
Q1 | $722K | Buy |
10,502
+1,860
| +22% | +$130K | ﹤0.01% | 3457 |
|
|
2023
Q4 | $705K | Sell |
8,642
-4,654
| -35% | -$382K | ﹤0.01% | 3364 |
|
|
2023
Q3 | $1.44M | Buy |
13,296
+5,362
| +68% | +$610K | ﹤0.01% | 2589 |
|
|
2023
Q2 | $927K | Sell |
7,934
-195
| -2% | -$18.5K | ﹤0.01% | 2893 |
|
|
2023
Q1 | $660K | Buy |
8,129
+132
| +2% | +$12.2K | ﹤0.01% | 3117 |
|
|
2022
Q4 | $871K | Buy |
7,997
+2,203
| +38% | +$264K | ﹤0.01% | 2746 |
|
|
2022
Q3 | $767K | Sell |
5,794
-821
| -12% | -$118K | ﹤0.01% | 2747 |
|
|
2022
Q2 | $727K | Sell |
6,615
-1,154
| -15% | -$168K | ﹤0.01% | 2861 |
|
|
2022
Q1 | $1.76M | Sell |
7,769
-4,184
| -35% | -$872K | ﹤0.01% | 2157 |
|
|
2021
Q4 | $2.98M | Buy |
11,953
+2,253
| +23% | +$637K | ﹤0.01% | 1794 |
|
|
2021
Q3 | $2.59M | Buy |
9,700
+5,914
| +156% | +$1.36M | ﹤0.01% | 1853 |
|
|
2021
Q2 | $694K | Sell |
3,786
-351
| -8% | -$55K | ﹤0.01% | 2874 |
|
|
2021
Q1 | $602K | Buy |
4,137
+399
| +11% | +$59.8K | ﹤0.01% | 2861 |
|
|
2020
Q4 | $510K | Buy |
3,738
+650
| +21% | +$76.7K | ﹤0.01% | 2737 |
|
|
2020
Q3 | $310K | Buy |
+3,088
| New | +$281K | ﹤0.01% | 2883 |
|
Other funds holding BILL
ECH
SV
VPM
VCM
SM
CAM
GF
