Doyle 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
Q3 | – | Sell |
-2,659
| Closed | -$205K | – | 207 |
|
|
2022
Q2 | $205K | Buy |
+2,659
| New | +$205K | 0.02% | 202 |
|
|
2021
Q2 | – | Sell |
-9,084
| Closed | -$573K | – | 220 |
|
|
2021
Q1 | $573K | Sell |
9,084
-795
| -8% | -$50.1K | 0.05% | 131 |
|
|
2020
Q4 | $613K | Buy |
9,879
+555
| +6% | +$34.4K | 0.06% | 124 |
|
|
2020
Q3 | $562K | Buy |
9,324
+562
| +6% | +$33.9K | 0.07% | 120 |
|
|
2020
Q2 | $515K | Sell |
8,762
-1,252
| -13% | -$73.6K | 0.07% | 115 |
|
|
2020
Q1 | $558K | Sell |
10,014
-9,442
| -49% | -$526K | 0.09% | 96 |
|
|
2019
Q4 | $1.25M | Buy |
19,456
+390
| +2% | +$25K | 0.16% | 76 |
|
|
2019
Q3 | $967K | Buy |
19,066
+1,151
| +6% | +$58.4K | 0.13% | 81 |
|
|
2019
Q2 | $812K | Buy |
17,915
+119
| +0.7% | +$5.39K | 0.11% | 85 |
|
|
2019
Q1 | $837K | Sell |
17,796
-12,410
| -41% | -$584K | 0.12% | 82 |
|
|
2018
Q4 | $1.57M | Sell |
30,206
-278,736
| -90% | -$14.5M | 0.27% | 53 |
|
|
2018
Q3 | $19.2M | Buy |
308,942
+10,743
| +4% | +$667K | 2.98% | 8 |
|
|
2018
Q2 | $16.5M | Buy |
298,199
+25,152
| +9% | +$1.39M | 2.72% | 9 |
|
|
2018
Q1 | $17.3M | Buy |
273,047
+628
| +0.2% | +$39.7K | 2.91% | 9 |
|
|
2017
Q4 | $16.7M | Sell |
272,419
-3,730
| -1% | -$229K | 2.82% | 8 |
|
|
2017
Q3 | $17.6M | Buy |
276,149
+3,910
| +1% | +$249K | 3.08% | 4 |
|
|
2017
Q2 | $15.2M | Buy |
272,239
+4,296
| +2% | +$239K | 2.81% | 9 |
|
|
2017
Q1 | $14.6M | Buy |
+267,943
| New | +$14.6M | 2.97% | 8 |
|