Principal Financial Group’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 | $9.93M | Sell |
214,707
-186,863
| -47% | -$8.64M | 0.01% | 1272 |
|
2025
Q1 | $18.4M | Buy |
401,570
+9,966
| +3% | +$457K | 0.01% | 887 |
|
2024
Q4 | $33.2M | Buy |
391,604
+384,217
| +5,201% | +$32.5M | 0.02% | 598 |
|
2024
Q3 | $390K | Sell |
7,387
-560
| -7% | -$29.5K | ﹤0.01% | 1995 |
|
2024
Q2 | $418K | Sell |
7,947
-615
| -7% | -$32.4K | ﹤0.01% | 1995 |
|
2024
Q1 | $588K | Buy |
8,562
+2,109
| +33% | +$145K | ﹤0.01% | 1952 |
|
2023
Q4 | $527K | Sell |
6,453
-1,609
| -20% | -$131K | ﹤0.01% | 1956 |
|
2023
Q3 | $875K | Buy |
8,062
+421
| +6% | +$45.7K | ﹤0.01% | 1858 |
|
2023
Q2 | $893K | Sell |
7,641
-2,241
| -23% | -$262K | ﹤0.01% | 1859 |
|
2023
Q1 | $802K | Buy |
9,882
+406
| +4% | +$32.9K | ﹤0.01% | 1885 |
|
2022
Q4 | $1.03M | Sell |
9,476
-1,327
| -12% | -$145K | ﹤0.01% | 1857 |
|
2022
Q3 | $1.43M | Sell |
10,803
-17,362
| -62% | -$2.3M | ﹤0.01% | 1779 |
|
2022
Q2 | $3.1M | Buy |
28,165
+1,273
| +5% | +$140K | ﹤0.01% | 1708 |
|
2022
Q1 | $6.1M | Sell |
26,892
-636
| -2% | -$144K | ﹤0.01% | 1601 |
|
2021
Q4 | $6.86M | Buy |
27,528
+19,383
| +238% | +$4.83M | ﹤0.01% | 1557 |
|
2021
Q3 | $2.17M | Sell |
8,145
-21,701
| -73% | -$5.79M | ﹤0.01% | 1853 |
|
2021
Q2 | $5.47M | Buy |
29,846
+21,598
| +262% | +$3.96M | ﹤0.01% | 1686 |
|
2021
Q1 | $1.2M | Sell |
8,248
-660
| -7% | -$96K | ﹤0.01% | 1956 |
|
2020
Q4 | $1.22M | Buy |
8,908
+2,026
| +29% | +$277K | ﹤0.01% | 1900 |
|
2020
Q3 | $690K | Buy |
6,882
+4,492
| +188% | +$450K | ﹤0.01% | 1945 |
|
2020
Q2 | $216K | Buy |
+2,390
| New | +$216K | ﹤0.01% | 2173 |
|
2020
Q1 | – | Sell |
-50,000
| Closed | -$1.9M | – | 2203 |
|
2019
Q4 | $1.9M | Buy |
+50,000
| New | +$1.9M | ﹤0.01% | 1735 |
|