Laurel Wealth Advisors (California)’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
Q4 | $1.1M | Sell |
15,230
-26
| -0.2% | -$1.87K | 0.11% | 200 |
|
|
2022
Q3 | $1.09M | Buy |
15,256
+19
| +0.1% | +$1.35K | 0.12% | 198 |
|
|
2022
Q2 | $1.17M | Sell |
15,237
-355
| -2% | -$27.3K | 0.12% | 192 |
|
|
2022
Q1 | $1.14M | Sell |
15,592
-375
| -2% | -$27.4K | 0.09% | 224 |
|
|
2021
Q4 | $996K | Buy |
15,967
+4,994
| +46% | +$312K | 0.08% | 257 |
|
|
2021
Q3 | $649K | Sell |
10,973
-167
| -1% | -$9.88K | 0.12% | 200 |
|
|
2021
Q2 | $745K | Buy |
11,140
+14
| +0.1% | +$936 | 0.1% | 212 |
|
|
2021
Q1 | $702K | Sell |
11,126
-639
| -5% | -$40.3K | 0.11% | 199 |
|
|
2020
Q4 | $730K | Sell |
11,765
-58
| -0.5% | -$3.6K | 0.11% | 187 |
|
|
2020
Q3 | $712K | Sell |
11,823
-18
| -0.2% | -$1.08K | 0.12% | 184 |
|
|
2020
Q2 | $696K | Sell |
11,841
-35
| -0.3% | -$2.06K | 0.13% | 173 |
|
|
2020
Q1 | $662K | Sell |
11,876
-30
| -0.3% | -$1.67K | 0.15% | 159 |
|
|
2019
Q4 | $765K | Sell |
11,906
-5,598
| -32% | -$360K | 0.13% | 180 |
|
|
2019
Q3 | $887K | Buy |
17,504
+8,263
| +89% | +$419K | 0.15% | 163 |
|
|
2019
Q2 | $419K | Buy |
9,241
+1,439
| +18% | +$65.2K | 0.09% | 238 |
|
|
2019
Q1 | $372K | Buy |
7,802
+166
| +2% | +$7.92K | 0.09% | 245 |
|
|
2018
Q4 | $396K | Sell |
7,636
-824
| -10% | -$42.7K | 0.12% | 195 |
|
|
2018
Q3 | $525K | Buy |
8,460
+266
| +3% | +$16.5K | 0.13% | 179 |
|
|
2018
Q2 | $453K | Buy |
8,194
+240
| +3% | +$13.3K | 0.12% | 193 |
|
|
2018
Q1 | $503K | Buy |
7,954
+745
| +10% | +$47.1K | 0.16% | 158 |
|
|
2017
Q4 | $441K | Buy |
7,209
+891
| +14% | +$54.5K | 0.13% | 185 |
|
|
2017
Q3 | $402K | Buy |
6,318
+4
| +0.1% | +$255 | 0.13% | 175 |
|
|
2017
Q2 | $351K | Buy |
6,314
+418
| +7% | +$23.2K | 0.12% | 187 |
|
|
2017
Q1 | $320K | Sell |
5,896
-662
| -10% | -$35.9K | 0.12% | 184 |
|
|
2016
Q4 | $383K | Sell |
6,558
-1,257
| -16% | -$73.4K | 0.17% | 149 |
|
|
2016
Q3 | $421K | Buy |
7,815
+235
| +3% | +$12.7K | 0.2% | 129 |
|
|
2016
Q2 | $558K | Buy |
7,580
+1,010
| +15% | +$74.4K | 0.27% | 97 |
|
|
2016
Q1 | $420K | Sell |
6,570
-921
| -12% | -$58.9K | 0.21% | 124 |
|
|
2015
Q4 | $515K | Buy |
+7,491
| New | +$515K | 0.27% | 105 |
|