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 |
|