Nadler Financial Group’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,581
| Closed | -$208K | – | 107 |
|
|
2023
Q3 | $208K | Sell |
3,581
-295
| -8% | -$17.1K | 0.03% | 101 |
|
|
2023
Q2 | $248K | Buy |
3,876
+305
| +9% | +$19.5K | 0.04% | 94 |
|
|
2023
Q1 | $248K | Buy |
3,571
+704
| +25% | +$48.8K | 0.04% | 93 |
|
|
2022
Q4 | $206K | Buy |
2,867
+24
| +0.8% | +$1.73K | 0.04% | 105 |
|
|
2022
Q3 | $202K | Buy |
+2,843
| New | +$202K | 0.04% | 97 |
|
|
2022
Q1 | – | Sell |
-4,930
| Closed | -$307K | – | 123 |
|
|
2021
Q4 | $307K | Sell |
4,930
-378
| -7% | -$23.5K | 0.05% | 93 |
|
|
2021
Q3 | $314K | Sell |
5,308
-56
| -1% | -$3.31K | 0.05% | 87 |
|
|
2021
Q2 | $358K | Buy |
5,364
+42
| +0.8% | +$2.8K | 0.06% | 78 |
|
|
2021
Q1 | $336K | Sell |
5,322
-1,229
| -19% | -$77.6K | 0.06% | 80 |
|
|
2020
Q4 | $406K | Buy |
6,551
+190
| +3% | +$11.8K | 0.08% | 71 |
|
|
2020
Q3 | $384K | Buy |
6,361
+1,311
| +26% | +$79.1K | 0.09% | 70 |
|
|
2020
Q2 | $297K | Buy |
5,050
+59
| +1% | +$3.47K | 0.07% | 75 |
|
|
2020
Q1 | $278K | Sell |
4,991
-1,921
| -28% | -$107K | 0.09% | 68 |
|
|
2019
Q4 | $444K | Buy |
6,912
+2,217
| +47% | +$142K | 0.11% | 54 |
|
|
2019
Q3 | $238K | Sell |
4,695
-668
| -12% | -$33.9K | 0.07% | 75 |
|
|
2019
Q2 | $243K | Sell |
5,363
-249
| -4% | -$11.3K | 0.07% | 71 |
|
|
2019
Q1 | $268K | Sell |
5,612
-16
| -0.3% | -$764 | 0.09% | 69 |
|
|
2018
Q4 | $293K | Sell |
5,628
-181
| -3% | -$9.42K | 0.1% | 63 |
|
|
2018
Q3 | $361K | Buy |
5,809
+15
| +0.3% | +$932 | 0.1% | 59 |
|
|
2018
Q2 | $321K | Buy |
5,794
+71
| +1% | +$3.93K | 0.09% | 63 |
|
|
2018
Q1 | $362K | Sell |
5,723
-511
| -8% | -$32.3K | 0.11% | 55 |
|
|
2017
Q4 | $382K | Buy |
6,234
+12
| +0.2% | +$735 | 0.12% | 58 |
|
|
2017
Q3 | $397K | Sell |
6,222
-407
| -6% | -$26K | 0.13% | 52 |
|
|
2017
Q2 | $369K | Buy |
6,629
+13
| +0.2% | +$724 | 0.13% | 52 |
|
|
2017
Q1 | $360K | Sell |
6,616
-386
| -6% | -$21K | 0.13% | 54 |
|
|
2016
Q4 | $409K | Buy |
7,002
+13
| +0.2% | +$759 | 0.15% | 50 |
|
|
2016
Q3 | $377K | Sell |
6,989
-591
| -8% | -$31.9K | 0.15% | 54 |
|
|
2016
Q2 | $557K | Buy |
7,580
+10
| +0.1% | +$735 | 0.24% | 42 |
|
|
2016
Q1 | $484K | Buy |
7,570
+21
| +0.3% | +$1.34K | 0.21% | 47 |
|
|
2015
Q4 | $519K | Sell |
7,549
-290
| -4% | -$19.9K | 0.23% | 41 |
|
|
2015
Q3 | $464K | Buy |
7,839
+129
| +2% | +$7.64K | 0.23% | 42 |
|
|
2015
Q2 | $513K | Buy |
7,710
+1
| +0% | +$67 | 0.24% | 40 |
|
|
2015
Q1 | $497K | Buy |
7,709
+601
| +8% | +$38.7K | 0.24% | 39 |
|
|
2014
Q4 | $420K | Buy |
7,108
+2,901
| +69% | +$171K | 0.22% | 48 |
|
|
2014
Q3 | $215K | Sell |
4,207
-1,280
| -23% | -$65.4K | 0.13% | 72 |
|
|
2014
Q2 | $266K | Buy |
5,487
+182
| +3% | +$8.82K | 0.17% | 52 |
|
|
2014
Q1 | $276K | Buy |
5,305
+89
| +2% | +$4.63K | 0.18% | 53 |
|
|
2013
Q4 | $277K | Buy |
5,216
+68
| +1% | +$3.61K | 0.18% | 58 |
|
|
2013
Q3 | $238K | Buy |
5,148
+79
| +2% | +$3.65K | 0.17% | 65 |
|
|
2013
Q2 | $227K | Buy |
+5,069
| New | +$227K | 0.16% | 75 |
|