BRWM
B. Riley Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $392K | Sell |
97,506
-17,739
| -15% | -$71.4K | 0.46% | 16 |
|
|
2022
Q1 | $8.42M | Sell |
115,245
-14,116
| -11% | -$1.03M | 0.65% | 37 |
|
|
2021
Q4 | $8.07M | Buy |
129,361
+4,628
| +4% | +$289K | 0.56% | 38 |
|
|
2021
Q3 | $7.38M | Buy |
124,733
+20,009
| +19% | +$1.18M | 0.57% | 43 |
|
|
2021
Q2 | $7M | Sell |
104,724
-2,024
| -2% | -$135K | 0.77% | 37 |
|
|
2021
Q1 | $6.74M | Sell |
106,748
-2,462
| -2% | -$155K | 0.79% | 36 |
|
|
2020
Q4 | $6.77M | Sell |
109,210
-852
| -0.8% | -$52.8K | 0.87% | 29 |
|
|
2020
Q3 | $6.64M | Sell |
110,062
-10,021
| -8% | -$604K | 0.78% | 33 |
|
|
2020
Q2 | $7.06M | Sell |
120,083
-38,153
| -24% | -$2.24M | 0.77% | 32 |
|
|
2020
Q1 | $8.82M | Buy |
158,236
+138,573
| +705% | +$7.72M | 0.93% | 22 |
|
|
2019
Q4 | $1.26M | Buy |
19,663
+9,922
| +102% | +$637K | 0.19% | 118 |
|
|
2019
Q3 | $494K | Buy |
9,741
+2,795
| +40% | +$142K | 0.09% | 204 |
|
|
2019
Q2 | $314 | Buy |
6,946
+715
| +11% | +$32 | 0.05% | 274 |
|
|
2019
Q1 | $298K | Sell |
6,231
-1,050
| -14% | -$50.2K | 0.05% | 281 |
|
|
2018
Q4 | $378K | Buy |
7,281
+118
| +2% | +$6.13K | 0.08% | 210 |
|
|
2018
Q3 | $445K | Buy |
+7,163
| New | +$445K | 0.11% | 160 |
|
|
2016
Q1 | $386K | Buy |
6,048
+1,028
| +20% | +$65.6K | 0.58% | 57 |
|
|
2015
Q4 | $345K | Sell |
5,020
-4,176
| -45% | -$287K | 0.44% | 81 |
|
|
2015
Q3 | $544K | Buy |
9,196
+982
| +12% | +$58.1K | 0.77% | 34 |
|
|
2015
Q2 | $546K | Sell |
8,214
-12,217
| -60% | -$812K | 0.43% | 43 |
|
|
2015
Q1 | $1.32M | Buy |
20,431
+10,335
| +102% | +$666K | 0.99% | 12 |
|
|
2014
Q4 | $595K | Buy |
10,096
+2,434
| +32% | +$143K | 0.49% | 44 |
|
|
2014
Q3 | $392K | Buy |
7,662
+533
| +7% | +$27.3K | 0.29% | 91 |
|
|
2014
Q2 | $345K | Buy |
7,129
+1,053
| +17% | +$51K | 0.22% | 121 |
|
|
2014
Q1 | $316K | Buy |
+6,076
| New | +$316K | 0.23% | 113 |
|