Mariner Wealth Advisors (Cincinnati)’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.22M | Sell |
19,693
-2,951
| -13% | -$183K | 0.07% | 129 |
|
|
2018
Q2 | $1.25M | Buy |
22,644
+3,381
| +18% | +$187K | 0.07% | 119 |
|
|
2018
Q1 | $1.22M | Buy |
19,263
+953
| +5% | +$60.3K | 0.07% | 115 |
|
|
2017
Q4 | $1.12M | Sell |
18,310
-4,581
| -20% | -$281K | 0.07% | 119 |
|
|
2017
Q3 | $1.46M | Buy |
22,891
+4,043
| +21% | +$258K | 0.09% | 106 |
|
|
2017
Q2 | $1.05M | Buy |
18,848
+3,440
| +22% | +$192K | 0.07% | 121 |
|
|
2017
Q1 | $838K | Sell |
15,408
-1,639
| -10% | -$89.1K | 0.06% | 131 |
|
|
2016
Q4 | $996K | Sell |
17,047
-558
| -3% | -$32.6K | 0.08% | 121 |
|
|
2016
Q3 | $949K | Buy |
17,605
+8
| +0% | +$431 | 0.08% | 120 |
|
|
2016
Q2 | $1.29M | Sell |
17,597
-895
| -5% | -$65.8K | 0.12% | 106 |
|
|
2016
Q1 | $1.18M | Sell |
18,492
-545
| -3% | -$34.8K | 0.12% | 101 |
|
|
2015
Q4 | $1.31M | Buy |
+19,037
| New | +$1.31M | 0.13% | 92 |
|
|
2015
Q1 | $1.21M | Buy |
18,815
+567
| +3% | +$36.6K | 0.17% | 67 |
|
|
2014
Q4 | $1.08M | Buy |
18,248
+2,874
| +19% | +$170K | 0.16% | 73 |
|
|
2014
Q3 | $787K | Sell |
15,374
-27
| -0.2% | -$1.38K | 0.13% | 73 |
|
|
2014
Q2 | $747K | Sell |
15,401
-786
| -5% | -$38.1K | 0.12% | 72 |
|
|
2014
Q1 | $841K | Sell |
16,187
-833
| -5% | -$43.3K | 0.14% | 72 |
|
|
2013
Q4 | $905K | Buy |
17,020
+1,003
| +6% | +$53.3K | 0.15% | 69 |
|
|
2013
Q3 | $741K | Sell |
16,017
-1,193
| -7% | -$55.2K | 0.14% | 71 |
|
|
2013
Q2 | $769K | Buy |
+17,210
| New | +$769K | 0.15% | 67 |
|