J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $25.1M | Sell |
433,312
-140,345
| -24% | -$8.15M | 0.07% | 247 |
|
|
2023
Q2 | $36.7M | Sell |
573,657
-301,125
| -34% | -$19.3M | 0.19% | 109 |
|
|
2023
Q1 | $60.6M | Sell |
874,782
-41,710
| -5% | -$2.89M | 0.13% | 169 |
|
|
2022
Q4 | $65.9M | Buy |
916,492
+40,855
| +5% | +$2.94M | 0.15% | 145 |
|
|
2022
Q3 | $62.2M | Buy |
875,637
+59,663
| +7% | +$4.24M | 0.16% | 141 |
|
|
2022
Q2 | $62.8M | Buy |
815,974
+150,973
| +23% | +$11.6M | 0.16% | 143 |
|
|
2022
Q1 | $48.6M | Buy |
665,001
+20,451
| +3% | +$1.49M | 0.11% | 195 |
|
|
2021
Q4 | $40.2M | Sell |
644,550
-33,127
| -5% | -$2.07M | 0.09% | 212 |
|
|
2021
Q3 | $40.1M | Sell |
677,677
-503,640
| -43% | -$29.8M | 0.1% | 206 |
|
|
2021
Q2 | $78.9M | Sell |
1,181,317
-13,783
| -1% | -$921K | 0.2% | 121 |
|
|
2021
Q1 | $75.4M | Sell |
1,195,100
-47,711
| -4% | -$3.01M | 0.24% | 104 |
|
|
2020
Q4 | $77.1M | Sell |
1,242,811
-17,130
| -1% | -$1.06M | 0.25% | 100 |
|
|
2020
Q3 | $76M | Buy |
1,259,941
+70,847
| +6% | +$4.27M | 0.3% | 82 |
|
|
2020
Q2 | $69.9M | Buy |
1,189,094
+100,219
| +9% | +$5.89M | 0.32% | 80 |
|
|
2020
Q1 | $60.7M | Sell |
1,088,875
-14,717
| -1% | -$820K | 0.34% | 76 |
|
|
2019
Q4 | $70.8M | Buy |
1,103,592
+275,176
| +33% | +$17.7M | 0.32% | 81 |
|
|
2019
Q3 | $42M | Buy |
828,416
+153,758
| +23% | +$7.8M | 0.22% | 112 |
|
|
2019
Q2 | $30.6M | Sell |
674,658
-79,200
| -11% | -$3.59M | 0.17% | 136 |
|
|
2019
Q1 | $36M | Buy |
753,858
+177,440
| +31% | +$8.47M | 0.19% | 121 |
|
|
2018
Q4 | $30M | Buy |
576,418
+248
| +0% | +$12.9K | 0.18% | 128 |
|
|
2018
Q3 | $35.8M | Sell |
576,170
-28,567
| -5% | -$1.77M | 0.17% | 134 |
|
|
2018
Q2 | $33.5M | Buy |
604,737
+47,545
| +9% | +$2.63M | 0.19% | 130 |
|
|
2018
Q1 | $35.2M | Buy |
557,192
+81,856
| +17% | +$5.18M | 0.24% | 102 |
|
|
2017
Q4 | $29.1M | Buy |
475,336
+24,612
| +5% | +$1.51M | 0.19% | 124 |
|
|
2017
Q3 | $28.7M | Buy |
450,724
+133,778
| +42% | +$8.53M | 0.21% | 116 |
|
|
2017
Q2 | $17.7M | Buy |
316,946
+31,325
| +11% | +$1.75M | 0.13% | 160 |
|
|
2017
Q1 | $15.5M | Buy |
285,621
+49,388
| +21% | +$2.69M | 0.12% | 172 |
|
|
2016
Q4 | $13.8M | Sell |
236,233
-14,142
| -6% | -$826K | 0.12% | 171 |
|
|
2016
Q3 | $13.5M | Buy |
250,375
+10,365
| +4% | +$559K | 0.13% | 168 |
|
|
2016
Q2 | $17.7M | Buy |
240,010
+689
| +0.3% | +$50.7K | 0.17% | 133 |
|
|
2016
Q1 | $15.3M | Buy |
239,321
+51,447
| +27% | +$3.29M | 0.15% | 135 |
|
|
2015
Q4 | $12.9M | Buy |
187,874
+13,467
| +8% | +$926K | 0.13% | 157 |
|
|
2015
Q3 | $10.3M | Sell |
174,407
-20,138
| -10% | -$1.19M | 0.13% | 158 |
|
|
2015
Q2 | $12.9M | Buy |
194,545
+21,265
| +12% | +$1.42M | 0.15% | 158 |
|
|
2015
Q1 | $11.2M | Buy |
173,280
+5,397
| +3% | +$348K | 0.13% | 170 |
|
|
2014
Q4 | $9.91M | Buy |
167,883
+7,701
| +5% | +$455K | 0.12% | 185 |
|
|
2014
Q3 | $8.2M | Buy |
160,182
+22,461
| +16% | +$1.15M | 0.11% | 198 |
|
|
2014
Q2 | $6.68M | Buy |
137,721
+17,944
| +15% | +$870K | 0.11% | 181 |
|
|
2014
Q1 | $6.22M | Buy |
119,777
+7,907
| +7% | +$411K | 0.11% | 178 |
|
|
2013
Q4 | $5.95M | Buy |
111,870
+23,533
| +27% | +$1.25M | 0.12% | 176 |
|
|
2013
Q3 | $4.09M | Sell |
88,337
-5,211
| -6% | -$241K | 0.09% | 195 |
|
|
2013
Q2 | $4.18M | Buy |
+93,548
| New | +$4.18M | 0.1% | 184 |
|