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
2025
Q3
$35.1M Buy
2025
Q2
$30.5M Buy
2025
Q1
$4.01M Buy
2024
Q4
$5.47M Sell
2024
Q3
$3.5M Buy
2024
Q2
$645K Buy
2024
Q1
$722K Buy
2023
Q4
$705K Sell
2023
Q3
$1.44M Buy
2023
Q2
$927K Sell
2023
Q1
$660K Buy
2022
Q4
$871K Buy
2022
Q3
$767K Sell
2022
Q2
$727K Sell
2022
Q1
$1.76M Sell
2021
Q4
$2.98M Buy
2021
Q3
$2.59M Buy
2021
Q2
$694K Sell
2021
Q1
$602K Buy
2020
Q4
$510K Buy
2020
Q3
$310K Buy