Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,818
| Closed | -$548K | – | 36 |
|
|
2017
Q2 | $548K | Sell |
9,818
-24,501
| -71% | -$1.37M | 0.53% | 57 |
|
|
2017
Q1 | $2.01M | Sell |
34,319
-2,574
| -7% | -$151K | 0.46% | 48 |
|
|
2016
Q4 | $2.17M | Sell |
36,893
-28,298
| -43% | -$1.66M | 0.48% | 44 |
|
|
2016
Q3 | $3.52M | Buy |
65,191
+885
| +1% | +$47.8K | 0.43% | 41 |
|
|
2016
Q2 | $4.73M | Buy |
64,306
+7,138
| +12% | +$525K | 0.64% | 24 |
|
|
2016
Q1 | $3.65M | Sell |
57,168
-1,229
| -2% | -$78.5K | 0.49% | 39 |
|
|
2015
Q4 | $4.02M | Sell |
58,397
-4,906
| -8% | -$338K | 0.54% | 36 |
|
|
2015
Q3 | $3.76M | Sell |
63,303
-15,469
| -20% | -$918K | 0.51% | 35 |
|
|
2015
Q2 | $5.24M | Sell |
78,772
-4,013
| -5% | -$267K | 0.68% | 23 |
|
|
2015
Q1 | $2.96M | Buy |
82,785
+6,013
| +8% | +$215K | 0.85% | 15 |
|
|
2014
Q4 | $4.55M | Buy |
76,772
+37,757
| +97% | +$2.24M | 0.69% | 18 |
|
|
2014
Q3 | $1.99M | Sell |
39,015
-3,302
| -8% | -$168K | 0.27% | 49 |
|
|
2014
Q2 | $1.95M | Sell |
42,317
-819
| -2% | -$37.8K | 0.24% | 51 |
|
|
2014
Q1 | $2.23M | Sell |
43,136
-96
| -0.2% | -$4.96K | 0.28% | 37 |
|
|
2013
Q4 | $2.3M | Sell |
43,232
-2,282
| -5% | -$121K | 0.29% | 34 |
|
|
2013
Q3 | $2.11M | Sell |
45,514
-797
| -2% | -$37K | 0.3% | 32 |
|
|
2013
Q2 | $2.07M | Buy |
+46,311
| New | +$2.07M | 0.31% | 28 |
|