Next 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
2021
Q4
$1.53M Sell
24,531
-2,919
-11% -$182K 0.1% 221
2021
Q3
$1.63M Buy
27,450
+2,140
+8% +$127K 0.13% 180
2021
Q2
$1.69M Sell
25,310
-992
-4% -$66.3K 0.14% 172
2021
Q1
$1.66M Buy
26,302
+5,933
+29% +$375K 0.15% 152
2020
Q4
$1.26M Sell
20,369
-8,086
-28% -$502K 0.12% 173
2020
Q3
$1.72M Buy
28,455
+1,236
+5% +$74.5K 0.18% 122
2020
Q2
$1.6M Sell
27,219
-7,135
-21% -$419K 0.19% 135
2020
Q1
$1.92M Sell
34,354
-13,507
-28% -$753K 0.25% 92
2019
Q4
$3.07M Sell
47,861
-1,117
-2% -$71.7K 0.32% 70
2019
Q3
$2.48M Sell
48,978
-9,293
-16% -$471K 0.27% 83
2019
Q2
$2.64M Buy
58,271
+44,675
+329% +$2.03M 0.28% 76
2019
Q1
$649K Sell
13,596
-4,004
-23% -$191K 0.16% 81
2018
Q4
$915K Buy
17,600
+3,104
+21% +$161K 0.19% 135
2018
Q3
$900K Sell
14,496
-4,182
-22% -$260K 0.42% 46
2018
Q2
$1.03M Sell
18,678
-1,917
-9% -$106K 0.4% 62
2018
Q1
$1.3M Buy
20,595
+1,597
+8% +$101K 0.27% 101
2017
Q4
$1.16M Sell
18,998
-2,497
-12% -$153K 0.5% 54
2017
Q3
$1.4M Sell
21,495
-5,915
-22% -$386K 0.39% 62
2017
Q2
$1.53M Buy
27,410
+774
+3% +$43.1K 0.37% 58
2017
Q1
$1.49M Sell
26,636
-5,567
-17% -$312K 0.42% 55
2016
Q4
$1.88M Buy
32,203
+78
+0.2% +$4.56K 0.33% 61
2016
Q3
$1.73M Buy
32,125
+9,637
+43% +$520K 0.31% 66
2016
Q2
$1.65M Sell
22,488
-225
-1% -$16.5K 0.52% 37
2016
Q1
$1.45M Sell
22,713
-157
-0.7% -$10K 0.51% 43
2015
Q4
$1.57M Buy
22,870
+563
+3% +$38.7K 0.59% 30
2015
Q3
$1.32M Buy
22,307
+3,254
+17% +$193K 0.47% 46
2015
Q2
$1.27M Buy
19,053
+429
+2% +$28.5K 0.44% 55
2015
Q1
$1.2M Sell
18,624
-1,202
-6% -$77.5K 0.39% 69
2014
Q4
$1.17M Sell
19,826
-15,348
-44% -$906K 0.39% 59
2014
Q3
$1.8M Sell
35,174
-453
-1% -$23.2K 0.36% 50
2014
Q2
$1.75M Buy
+35,627
New +$1.75M 0.91% 17