HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.11M | Sell |
27,448
-1,650
| -6% | -$127K | 1.41% | 27 |
|
|
2022
Q1 | $2.13M | Sell |
29,098
-110
| -0.4% | -$8.03K | 1.26% | 29 |
|
|
2021
Q4 | $1.82M | Buy |
29,208
+2,805
| +11% | +$175K | 1.01% | 39 |
|
|
2021
Q3 | $1.56M | Buy |
26,403
+2,406
| +10% | +$142K | 0.94% | 41 |
|
|
2021
Q2 | $1.6M | Buy |
23,997
+650
| +3% | +$43.4K | 0.93% | 39 |
|
|
2021
Q1 | $1.47M | Buy |
23,347
+2,727
| +13% | +$172K | 0.9% | 40 |
|
|
2020
Q4 | $1.28M | Buy |
20,620
+1,520
| +8% | +$94.3K | 0.82% | 42 |
|
|
2020
Q3 | $1.15M | Buy |
19,100
+1,290
| +7% | +$77.8K | 0.83% | 44 |
|
|
2020
Q2 | $1.05M | Buy |
17,810
+4,742
| +36% | +$279K | 0.82% | 44 |
|
|
2020
Q1 | $728K | Buy |
13,068
+1,635
| +14% | +$91.1K | 0.65% | 49 |
|
|
2019
Q4 | $734K | Buy |
+11,433
| New | +$734K | 0.58% | 56 |
|
|
2018
Q2 | – | Sell |
-3,178
| Closed | -$201K | – | 67 |
|
|
2018
Q1 | $201K | Buy |
+3,178
| New | +$201K | 0.2% | 69 |
|