Financial Engines 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,124
| Closed | -$366K | – | 335 |
|
|
2023
Q4 | $366K | Buy |
7,124
+2,980
| +72% | +$153K | ﹤0.01% | 254 |
|
|
2023
Q3 | $241K | Buy |
+4,144
| New | +$241K | ﹤0.01% | 263 |
|
|
2023
Q1 | – | Sell |
-3,428
| Closed | -$247K | – | 288 |
|
|
2022
Q4 | $247K | Sell |
3,428
-421
| -11% | -$30.3K | ﹤0.01% | 260 |
|
|
2022
Q3 | $273K | Sell |
3,849
-489
| -11% | -$34.7K | ﹤0.01% | 249 |
|
|
2022
Q2 | $335K | Sell |
4,338
-331
| -7% | -$25.6K | ﹤0.01% | 238 |
|
|
2022
Q1 | $343K | Buy |
4,669
+1,111
| +31% | +$81.6K | ﹤0.01% | 236 |
|
|
2021
Q4 | $222K | Sell |
3,558
-893
| -20% | -$55.7K | ﹤0.01% | 257 |
|
|
2021
Q3 | $265K | Sell |
4,451
-318
| -7% | -$18.9K | ﹤0.01% | 232 |
|
|
2021
Q2 | $319K | Sell |
4,769
-1,627
| -25% | -$109K | ﹤0.01% | 171 |
|
|
2021
Q1 | $406K | Buy |
6,396
+2,087
| +48% | +$132K | ﹤0.01% | 178 |
|
|
2020
Q4 | $269K | Buy |
+4,309
| New | +$269K | ﹤0.01% | 218 |
|
|
2018
Q4 | – | Sell |
-105
| Closed | -$7K | – | 115 |
|
|
2018
Q3 | $7K | Buy |
105
+2
| +2% | +$133 | ﹤0.01% | 104 |
|
|
2018
Q2 | $6K | Buy |
+103
| New | +$6K | ﹤0.01% | 105 |
|
|
2018
Q1 | – | Sell |
-17
| Closed | -$1K | – | 143 |
|
|
2017
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 170 |
|
|
2017
Q1 | – | Sell |
-101
| Closed | -$6K | – | 109 |
|
|
2016
Q4 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 69 |
|