Financial Architects (New Jersey)’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 | $455K | Sell |
7,122
-857
| -11% | -$54.8K | 0.07% | 217 |
|
|
2023
Q1 | $553K | Sell |
7,979
-226
| -3% | -$15.7K | 0.09% | 193 |
|
|
2022
Q4 | $590K | Sell |
8,205
-1,056
| -11% | -$76K | 0.1% | 189 |
|
|
2022
Q3 | $658K | Buy |
9,261
+1,489
| +19% | +$106K | 0.11% | 168 |
|
|
2022
Q2 | $598K | Buy |
7,772
+119
| +2% | +$9.16K | 0.76% | 27 |
|
|
2022
Q1 | $559K | Sell |
7,653
-91
| -1% | -$6.65K | 0.08% | 194 |
|
|
2021
Q4 | $483K | Sell |
7,744
-95
| -1% | -$5.93K | 0.07% | 207 |
|
|
2021
Q3 | $464K | Buy |
7,839
+8
| +0.1% | +$474 | 0.07% | 209 |
|
|
2021
Q2 | $523K | Buy |
7,831
+109
| +1% | +$7.28K | 0.08% | 193 |
|
|
2021
Q1 | $488K | Sell |
7,722
-440
| -5% | -$27.8K | 0.08% | 195 |
|
|
2020
Q4 | $506K | Buy |
8,162
+8
| +0.1% | +$496 | 0.09% | 168 |
|
|
2020
Q3 | $492K | Sell |
8,154
-68
| -0.8% | -$4.1K | 0.11% | 151 |
|
|
2020
Q2 | $483K | Buy |
8,222
+450
| +6% | +$26.4K | 0.11% | 143 |
|
|
2020
Q1 | $433K | Sell |
7,772
-134
| -2% | -$7.47K | 0.12% | 140 |
|
|
2019
Q4 | $507K | Buy |
7,906
+937
| +13% | +$60.1K | 0.11% | 145 |
|
|
2019
Q3 | $353K | Sell |
6,969
-79
| -1% | -$4K | 0.08% | 170 |
|
|
2019
Q2 | $320K | Sell |
7,048
-5,619
| -44% | -$255K | 0.06% | 190 |
|
|
2019
Q1 | $604K | Buy |
12,667
+2,260
| +22% | +$108K | 0.1% | 140 |
|
|
2018
Q4 | $541K | Buy |
10,407
+170
| +2% | +$8.84K | 0.1% | 137 |
|
|
2018
Q3 | $636K | Sell |
10,237
-1,859
| -15% | -$115K | 0.1% | 137 |
|
|
2018
Q2 | $669K | Buy |
12,096
+695
| +6% | +$38.4K | 0.12% | 130 |
|
|
2018
Q1 | $721K | Sell |
11,401
-2,189
| -16% | -$138K | 0.14% | 105 |
|
|
2017
Q4 | $833K | Sell |
13,590
-4,670
| -26% | -$286K | 0.14% | 114 |
|
|
2017
Q3 | $1.16M | Sell |
18,260
-1,224
| -6% | -$78K | 0.21% | 89 |
|
|
2017
Q2 | $1.09M | Sell |
19,484
-55
| -0.3% | -$3.07K | 0.19% | 92 |
|
|
2017
Q1 | $1.06M | Sell |
19,539
-656
| -3% | -$35.7K | 0.19% | 96 |
|
|
2016
Q4 | $1.18M | Buy |
20,195
+3,307
| +20% | +$193K | 0.28% | 76 |
|
|
2016
Q3 | $911K | Buy |
16,888
+1,721
| +11% | +$92.8K | 0.24% | 81 |
|
|
2016
Q2 | $1.12M | Buy |
15,167
+638
| +4% | +$46.9K | 0.31% | 73 |
|
|
2016
Q1 | $928K | Sell |
14,529
-303
| -2% | -$19.4K | 0.33% | 69 |
|
|
2015
Q4 | $1.02M | Buy |
14,832
+112
| +0.8% | +$7.7K | 0.41% | 59 |
|
|
2015
Q3 | $871K | Buy |
14,720
+175
| +1% | +$10.4K | 0.37% | 63 |
|
|
2015
Q2 | $968K | Sell |
14,545
-462
| -3% | -$30.7K | 0.35% | 61 |
|
|
2015
Q1 | $968K | Buy |
15,007
+432
| +3% | +$27.9K | 0.38% | 57 |
|
|
2014
Q4 | $860K | Buy |
14,575
+2,691
| +23% | +$159K | 0.38% | 58 |
|
|
2014
Q3 | $608K | Sell |
11,884
-65
| -0.5% | -$3.33K | 0.3% | 75 |
|
|
2014
Q2 | $580K | Buy |
11,949
+77
| +0.6% | +$3.74K | 0.28% | 81 |
|
|
2014
Q1 | $617K | Sell |
11,872
-50
| -0.4% | -$2.6K | 0.37% | 68 |
|
|
2013
Q4 | $634K | Buy |
11,922
+2,713
| +29% | +$144K | 0.37% | 68 |
|
|
2013
Q3 | $431K | Sell |
9,209
-1,839
| -17% | -$86.1K | 0.28% | 78 |
|
|
2013
Q2 | $494K | Buy |
+11,048
| New | +$494K | 0.36% | 62 |
|