FormulaFolio Investments’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 335 |
|
|
2021
Q1 | $5K | Sell |
80
-57,818
| -100% | -$3.61M | ﹤0.01% | 338 |
|
|
2020
Q4 | $3.59M | Buy |
57,898
+46,101
| +391% | +$2.86M | 0.08% | 188 |
|
|
2020
Q3 | $711K | Sell |
11,797
-795
| -6% | -$47.9K | 0.03% | 174 |
|
|
2020
Q2 | $740K | Buy |
12,592
+3,929
| +45% | +$231K | 0.03% | 159 |
|
|
2020
Q1 | $483K | Sell |
8,663
-110
| -1% | -$6.13K | 0.03% | 177 |
|
|
2019
Q4 | $563K | Buy |
8,773
+1,605
| +22% | +$103K | 0.02% | 232 |
|
|
2019
Q3 | $363K | Sell |
7,168
-194
| -3% | -$9.82K | 0.01% | 254 |
|
|
2019
Q2 | $334K | Sell |
7,362
-1,311
| -15% | -$59.5K | 0.01% | 257 |
|
|
2019
Q1 | $414K | Sell |
8,673
-5,710
| -40% | -$273K | 0.02% | 221 |
|
|
2018
Q4 | $893K | Hold |
14,383
| – | – | 0.04% | 149 |
|
|
2018
Q3 | $893K | Sell |
14,383
-1,966
| -12% | -$122K | 0.04% | 149 |
|
|
2018
Q2 | $905K | Buy |
16,349
+8,324
| +104% | +$461K | 0.04% | 137 |
|
|
2018
Q1 | $508K | Buy |
8,025
+1,619
| +25% | +$102K | 0.03% | 173 |
|
|
2017
Q4 | $393K | Buy |
6,406
+611
| +11% | +$37.5K | 0.03% | 194 |
|
|
2017
Q3 | $369K | Buy |
5,795
+778
| +16% | +$49.5K | 0.03% | 168 |
|
|
2017
Q2 | $280K | Buy |
5,017
+768
| +18% | +$42.9K | 0.03% | 174 |
|
|
2017
Q1 | $231K | Buy |
+4,249
| New | +$231K | 0.03% | 194 |
|