Raymond James Financial Services 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
2023 Q4	–	Sell	-1,927	Closed	-$209K	–	3313
2023 Q3	$209K	Buy	1,927 +193	+11%	+$22K	﹤0.01%	2907
2023 Q2	$203K	Buy	+1,734	New	+$165K	﹤0.01%	2925
2022 Q4	–	Sell	-1,932	Closed	-$256K	–	3268
2022 Q3	$256K	Sell	1,932 -141	-7%	-$20.3K	﹤0.01%	2672
2022 Q2	$228K	Sell	2,073 -498	-19%	-$72.5K	﹤0.01%	2792
2022 Q1	$583K	Sell	2,571 -110	-4%	-$22.9K	﹤0.01%	2293
2021 Q4	$668K	Sell	2,681 -2,063	-43%	-$583K	﹤0.01%	2203
2021 Q3	$1.27M	Buy	4,744 +2,734	+136%	+$631K	﹤0.01%	1796
2021 Q2	$368K	Sell	2,010 -14	-0.7%	-$2.19K	﹤0.01%	2581
2021 Q1	$294K	Sell	2,024 -423	-17%	-$63.4K	﹤0.01%	2637
2020 Q4	$334K	Sell	2,447 -403	-14%	-$47.5K	﹤0.01%	2400
2020 Q3	$286K	Buy	2,850 +250	+10%	+$22.8K	﹤0.01%	2306
2020 Q2	$235K	Buy	+2,600	New	+$167K	﹤0.01%	2386