Aldebaran Financial’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,689
| Closed | -$608K | – | 101 |
|
|
2018
Q4 | $608K | Sell |
11,689
-151
| -1% | -$7.85K | 0.46% | 65 |
|
|
2018
Q3 | $735K | Buy |
11,840
+6
| +0.1% | +$372 | 0.48% | 65 |
|
|
2018
Q2 | $655K | Sell |
11,834
-54
| -0.5% | -$2.99K | 0.45% | 67 |
|
|
2018
Q1 | $752K | Buy |
11,888
+5
| +0% | +$316 | 0.5% | 63 |
|
|
2017
Q4 | $728K | Buy |
11,883
+106
| +0.9% | +$6.49K | 0.48% | 61 |
|
|
2017
Q3 | $751K | Sell |
11,777
-1,995
| -14% | -$127K | 0.52% | 61 |
|
|
2017
Q2 | $767K | Buy |
+13,772
| New | +$767K | 0.56% | 55 |
|
|
2016
Q2 | – | Sell |
-48,457
| Closed | -$3.1M | – | 101 |
|
|
2016
Q1 | $3.1M | Buy |
48,457
+1,557
| +3% | +$99.4K | 2.7% | 7 |
|
|
2015
Q4 | $3.14M | Sell |
46,900
-795
| -2% | -$53.3K | 2.91% | 5 |
|
|
2015
Q3 | $2.82M | Buy |
47,695
+1,500
| +3% | +$88.8K | 2.67% | 7 |
|
|
2015
Q2 | $3.07M | Buy |
46,195
+507
| +1% | +$33.7K | 2.59% | 6 |
|
|
2015
Q1 | $2.95M | Buy |
45,688
+627
| +1% | +$40.4K | 2.53% | 6 |
|
|
2014
Q4 | $2.66M | Sell |
45,061
-993
| -2% | -$58.6K | 2.34% | 6 |
|
|
2014
Q3 | $2.36M | Sell |
46,054
-4,842
| -10% | -$248K | 2.11% | 12 |
|
|
2014
Q2 | $2.47M | Buy |
50,896
+15,108
| +42% | +$733K | 1.94% | 13 |
|
|
2014
Q1 | $1.86M | Buy |
35,788
+23,317
| +187% | +$1.21M | 1.62% | 15 |
|
|
2013
Q4 | $663K | Buy |
+12,471
| New | +$663K | 0.63% | 56 |
|