BDO Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $312K | Buy |
4,884
+3,353
| +219% | +$214K | 0.04% | 216 |
|
|
2023
Q1 | $106K | Sell |
1,531
-126
| -8% | -$8.73K | 0.01% | 317 |
|
|
2022
Q4 | $119K | Hold |
1,657
| – | – | 0.01% | 309 |
|
|
2022
Q3 | $118K | Buy |
1,657
+475
| +40% | +$33.8K | 0.02% | 309 |
|
|
2022
Q2 | $91K | Sell |
1,182
-100
| -8% | -$7.7K | 0.01% | 337 |
|
|
2022
Q1 | $94K | Sell |
1,282
-735
| -36% | -$53.9K | 0.01% | 343 |
|
|
2021
Q4 | $126K | Sell |
2,017
-579
| -22% | -$36.2K | 0.01% | 329 |
|
|
2021
Q3 | $154K | Buy |
2,596
+230
| +10% | +$13.6K | 0.02% | 313 |
|
|
2021
Q2 | $158K | Buy |
2,366
+400
| +20% | +$26.7K | 0.02% | 322 |
|
|
2021
Q1 | $124K | Sell |
1,966
-4,305
| -69% | -$272K | 0.01% | 340 |
|
|
2020
Q4 | $389K | Sell |
6,271
-265
| -4% | -$16.4K | 0.05% | 172 |
|
|
2020
Q3 | $394K | Sell |
6,536
-295
| -4% | -$17.8K | 0.06% | 151 |
|
|
2020
Q2 | $402K | Sell |
6,831
-400
| -6% | -$23.5K | 0.07% | 140 |
|
|
2020
Q1 | $403K | Buy |
7,231
+5,500
| +318% | +$307K | 0.08% | 133 |
|
|
2019
Q4 | $111K | Buy |
1,731
+750
| +76% | +$48.1K | 0.03% | 238 |
|
|
2019
Q3 | $50K | Sell |
981
-169
| -15% | -$8.61K | 0.01% | 310 |
|
|
2019
Q2 | $52K | Sell |
1,150
-400
| -26% | -$18.1K | 0.01% | 298 |
|
|
2019
Q1 | $74K | Hold |
1,550
| – | – | 0.02% | 244 |
|
|
2018
Q4 | $81K | Sell |
1,550
-1,282
| -45% | -$67K | 0.03% | 221 |
|
|
2018
Q3 | $176K | Buy |
2,832
+381
| +16% | +$23.7K | 0.06% | 169 |
|
|
2018
Q2 | $136K | Sell |
2,451
-949
| -28% | -$52.7K | 0.05% | 187 |
|
|
2018
Q1 | $215K | Buy |
3,400
+411
| +14% | +$26K | 0.08% | 122 |
|
|
2017
Q4 | $183K | Buy |
2,989
+125
| +4% | +$7.65K | 0.08% | 116 |
|
|
2017
Q3 | $183K | Buy |
2,864
+664
| +30% | +$42.4K | 0.09% | 107 |
|
|
2017
Q2 | $123K | Buy |
+2,200
| New | +$123K | 0.05% | 151 |
|