Mariner Independent Advisor Network’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
Q3
$3.91M Sell
55,042
-4,012
-7% -$285K 0.17% 143
2022
Q2
$4.52M Buy
59,054
+24,320
+70% +$1.86M 0.19% 128
2022
Q1
$2.55M Buy
34,734
+2,978
+9% +$218K 0.1% 209
2021
Q4
$1.97M Sell
31,756
-5,081
-14% -$315K 0.09% 223
2021
Q3
$2.21M Sell
36,837
-2,001
-5% -$120K 0.11% 212
2021
Q2
$2.58M Buy
38,838
+7,720
+25% +$513K 0.12% 199
2021
Q1
$1.97M Sell
31,118
-372
-1% -$23.5K 0.1% 207
2020
Q4
$1.95M Buy
31,490
+4,348
+16% +$270K 0.1% 204
2020
Q3
$1.63M Buy
27,142
+3,363
+14% +$201K 0.13% 170
2020
Q2
$1.42M Sell
23,779
-5,833
-20% -$347K 0.13% 174
2020
Q1
$1.63M Buy
29,612
+1,666
+6% +$91.5K 0.15% 158
2019
Q4
$1.79M Buy
27,946
+2,308
+9% +$148K 0.13% 181
2019
Q3
$1.3M Buy
25,638
+2,098
+9% +$106K 0.1% 219
2019
Q2
$1.08M Sell
23,540
-919
-4% -$42.3K 0.08% 227
2019
Q1
$1.15M Buy
24,459
+2,495
+11% +$118K 0.1% 215
2018
Q4
$1.06M Buy
21,964
+521
+2% +$25K 0.09% 222
2018
Q3
$1.32M Buy
+21,443
New +$1.32M 0.17% 127
2018
Q2
Sell
-53,334
Closed -$3.37M 162
2018
Q1
$3.37M Buy
53,334
+32,367
+154% +$2.05M 0.21% 101
2017
Q4
$1.29M Sell
20,967
-18,196
-46% -$1.12M 0.13% 156
2017
Q3
$2.5M Buy
+39,163
New +$2.5M 0.41% 62
2016
Q4
Sell
-38,899
Closed -$2.1M 163
2016
Q3
$2.1M Buy
+38,899
New +$2.1M 0.3% 80
2015
Q1
Sell
-5,073
Closed -$299K 90
2014
Q4
$299K Buy
+5,073
New +$299K 0.14% 118