Altium Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.78M | Buy |
23,155
+5,153
| +29% | +$397K | 0.13% | 97 |
|
|
2022
Q1 | $1.32M | Buy |
18,002
+3,463
| +24% | +$253K | 0.08% | 131 |
|
|
2021
Q4 | $907K | Sell |
14,539
-2,234
| -13% | -$139K | 0.06% | 163 |
|
|
2021
Q3 | $992K | Sell |
16,773
-15
| -0.1% | -$887 | 0.07% | 134 |
|
|
2021
Q2 | $1.12M | Sell |
16,788
-2,853
| -15% | -$191K | 0.08% | 114 |
|
|
2021
Q1 | $1.24M | Sell |
19,641
-1,104
| -5% | -$69.7K | 0.1% | 101 |
|
|
2020
Q4 | $1.29M | Sell |
20,745
-1,914
| -8% | -$119K | 0.11% | 94 |
|
|
2020
Q3 | $1.37M | Buy |
22,659
+467
| +2% | +$28.2K | 0.14% | 81 |
|
|
2020
Q2 | $1.31M | Buy |
22,192
+3,888
| +21% | +$229K | 0.15% | 78 |
|
|
2020
Q1 | $1.02M | Buy |
18,304
+2,015
| +12% | +$112K | 0.14% | 80 |
|
|
2019
Q4 | $1.05M | Buy |
16,289
+8,285
| +104% | +$532K | 0.13% | 93 |
|
|
2019
Q3 | $406K | Buy |
8,004
+292
| +4% | +$14.8K | 0.05% | 180 |
|
|
2019
Q2 | $350K | Sell |
7,712
-2,027
| -21% | -$92K | 0.05% | 198 |
|
|
2019
Q1 | $465K | Sell |
9,739
-2,756
| -22% | -$132K | 0.07% | 167 |
|
|
2018
Q4 | $649K | Sell |
12,495
-10
| -0.1% | -$519 | 0.12% | 118 |
|
|
2018
Q3 | $776K | Buy |
12,505
+564
| +5% | +$35K | 0.15% | 108 |
|
|
2018
Q2 | $661K | Buy |
11,941
+1,980
| +20% | +$110K | 0.18% | 97 |
|
|
2018
Q1 | $630K | Buy |
9,961
+17
| +0.2% | +$1.08K | 0.25% | 67 |
|
|
2017
Q4 | $609K | Buy |
+9,944
| New | +$609K | 0.28% | 65 |
|