Frontier Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6.95M | Sell |
90,204
-1,086
| -1% | -$82.7K | 0.5% | 52 |
|
|
2022
Q1 | $6.99M | Buy |
91,290
+3,934
| +5% | +$264K | 0.09% | 46 |
|
|
2021
Q4 | $5.45M | Sell |
87,356
-12,566
| -13% | -$737K | 0.36% | 56 |
|
|
2021
Q3 | $5.91M | Sell |
99,922
-3,955
| -4% | -$260K | 0.41% | 51 |
|
|
2021
Q2 | $6.94M | Buy |
103,877
+470
| +0.5% | +$30.6K | 0.49% | 39 |
|
|
2021
Q1 | $6.53M | Sell |
103,407
-1,916
| -2% | -$119K | 0.5% | 39 |
|
|
2020
Q4 | $6.53M | Buy |
105,323
+245
| +0.2% | +$15.1K | 0.53% | 35 |
|
|
2020
Q3 | $6.33M | Buy |
105,078
+1,975
| +2% | +$119K | 0.58% | 33 |
|
|
2020
Q2 | $6.06M | Buy |
103,103
+4,615
| +5% | +$276K | 0.56% | 35 |
|
|
2020
Q1 | $5.49M | Buy |
98,488
+38,251
| +64% | +$2.34M | 0.9% | 33 |
|
|
2019
Q4 | $3.87M | Buy |
60,237
+33,409
| +125% | +$1.91M | 0.62% | 41 |
|
|
2019
Q3 | $1.36M | Sell |
26,828
-755
| -3% | -$35.5K | 0.2% | 108 |
|
|
2019
Q2 | $1.25M | Sell |
27,583
-13,404
| -33% | -$624K | 0.18% | 105 |
|
|
2019
Q1 | $1.96M | Buy |
40,987
+8,257
| +25% | +$411K | 0.27% | 86 |
|
|
2018
Q4 | $1.7M | Buy |
32,730
+112
| +0.3% | +$6.02K | 0.26% | 94 |
|
|
2018
Q3 | $2.02M | Sell |
32,618
-17
| -0.1% | -$1.01K | 0.19% | 84 |
|
|
2018
Q2 | $1.81M | Buy |
32,635
+301
| +0.9% | +$16.3K | 0.26% | 88 |
|
|
2018
Q1 | $2.04M | Buy |
32,334
+5,842
| +22% | +$376K | 0.29% | 87 |
|
|
2017
Q4 | $1.62M | Sell |
26,492
-9,831
| -27% | -$615K | 0.26% | 90 |
|
|
2017
Q3 | $2.31M | Sell |
36,323
-319
| -0.9% | -$18.6K | 0.33% | 81 |
|
|
2017
Q2 | $2.04M | Sell |
36,642
-284
| -0.8% | -$15.5K | 0.31% | 86 |
|
|
2017
Q1 | $2.01M | Sell |
36,926
-2,408
| -6% | -$132K | 0.31% | 88 |
|
|
2016
Q4 | $2.3M | Buy |
39,334
+12,416
| +46% | +$679K | 0.38% | 75 |
|
|
2016
Q3 | $1.45M | Sell |
26,918
-2,004
| -7% | -$129K | 0.22% | 110 |
|
|
2016
Q2 | $2.13M | Sell |
28,922
-84
| -0.3% | -$5.93K | 0.34% | 80 |
|
|
2016
Q1 | $1.85M | Buy |
29,006
+20
| +0.1% | +$1.26K | 0.16% | 90 |
|
|
2015
Q4 | $1.99M | Sell |
28,986
-500
| -2% | -$33K | 0.32% | 87 |
|
|
2015
Q3 | $1.75M | Buy |
29,486
+1,418
| +5% | +$90K | 0.28% | 95 |
|
|
2015
Q2 | $1.87M | Buy |
28,068
+7,173
| +34% | +$473K | 0.29% | 85 |
|
|
2015
Q1 | $1.35M | Buy |
20,895
+9,662
| +86% | +$605K | 0.22% | 87 |
|
|
2014
Q4 | $663K | Buy |
+11,233
| New | +$633K | 0.12% | 114 |
|