Merriman Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $210K | Buy |
+3,705
| New | +$210K | 0.01% | 198 |
|
|
2024
Q2 | – | Sell |
-4,123
| Closed | -$224K | – | 207 |
|
|
2024
Q1 | $224K | Buy |
+4,123
| New | +$224K | 0.01% | 189 |
|
|
2023
Q4 | – | Sell |
-3,700
| Closed | -$215K | – | 190 |
|
|
2023
Q3 | $215K | Hold |
3,700
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $237K | Buy |
3,700
+39
| +1% | +$2.49K | 0.01% | 193 |
|
|
2023
Q1 | $254K | Sell |
3,661
-62
| -2% | -$4.3K | 0.01% | 174 |
|
|
2022
Q4 | $268K | Buy |
3,723
+220
| +6% | +$15.8K | 0.01% | 175 |
|
|
2022
Q3 | $249K | Sell |
3,503
-1
| -0% | -$71 | 0.02% | 145 |
|
|
2022
Q2 | $271K | Sell |
3,504
-192
| -5% | -$14.8K | 0.02% | 136 |
|
|
2022
Q1 | $270K | Buy |
3,696
+350
| +10% | +$25.6K | 0.02% | 174 |
|
|
2021
Q4 | $209K | Buy |
+3,346
| New | +$209K | 0.02% | 202 |
|
|
2021
Q3 | – | Sell |
-3,260
| Closed | -$218K | – | 200 |
|
|
2021
Q2 | $218K | Sell |
3,260
-10
| -0.3% | -$669 | 0.02% | 207 |
|
|
2021
Q1 | $206K | Sell |
3,270
-1,254
| -28% | -$79K | 0.02% | 176 |
|
|
2020
Q4 | $281K | Buy |
4,524
+1,014
| +29% | +$63K | 0.03% | 176 |
|
|
2020
Q3 | $212K | Sell |
3,510
-157
| -4% | -$9.48K | 0.03% | 157 |
|
|
2020
Q2 | $216K | Sell |
3,667
-914
| -20% | -$53.8K | 0.03% | 152 |
|
|
2020
Q1 | $255K | Sell |
4,581
-400
| -8% | -$22.3K | 0.06% | 128 |
|
|
2019
Q4 | $320K | Buy |
4,981
+766
| +18% | +$49.2K | 0.06% | 147 |
|
|
2019
Q3 | $214K | Buy |
+4,215
| New | +$214K | 0.04% | 159 |
|
|
2018
Q4 | – | Sell |
-3,858
| Closed | -$240K | – | 174 |
|
|
2018
Q3 | $240K | Buy |
3,858
+7
| +0.2% | +$435 | 0.05% | 154 |
|
|
2018
Q2 | $213K | Sell |
3,851
-533
| -12% | -$29.5K | 0.05% | 155 |
|
|
2018
Q1 | $277K | Buy |
+4,384
| New | +$277K | 0.07% | 156 |
|
|
2017
Q4 | – | Sell |
-3,443
| Closed | -$219K | – | 166 |
|
|
2017
Q3 | $219K | Buy |
+3,443
| New | +$219K | 0.05% | 147 |
|