Pacific Wealth Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,088
| Closed | -$1.61M | – | 48 |
|
|
2022
Q1 | $1.61M | Buy |
22,088
+24
| +0.1% | +$1.75K | 0.68% | 34 |
|
|
2021
Q4 | $1.38M | Buy |
22,064
+3,035
| +16% | +$189K | 0.48% | 46 |
|
|
2021
Q3 | $1.13M | Buy |
19,029
+758
| +4% | +$44.9K | 0.42% | 50 |
|
|
2021
Q2 | $1.22M | Hold |
18,271
| – | – | 0.47% | 50 |
|
|
2021
Q1 | $1.15M | Sell |
18,271
-721
| -4% | -$45.5K | 0.48% | 53 |
|
|
2020
Q4 | $1.19M | Sell |
18,992
-91
| -0.5% | -$5.69K | 0.51% | 48 |
|
|
2020
Q3 | $1.15M | Sell |
19,083
-627
| -3% | -$37.8K | 0.6% | 44 |
|
|
2020
Q2 | $1.16M | Buy |
19,710
+471
| +2% | +$27.7K | 0.64% | 43 |
|
|
2020
Q1 | $1.07M | Buy |
19,239
+42
| +0.2% | +$2.34K | 0.73% | 44 |
|
|
2019
Q4 | $1.23M | Buy |
19,197
+232
| +1% | +$14.9K | 0.68% | 49 |
|
|
2019
Q3 | $962K | Buy |
18,965
+2,565
| +16% | +$130K | 0.59% | 55 |
|
|
2019
Q2 | $744K | Buy |
16,400
+797
| +5% | +$36.2K | 0.47% | 62 |
|
|
2019
Q1 | $744K | Buy |
15,603
+392
| +3% | +$18.7K | 0.48% | 62 |
|
|
2018
Q4 | $791K | Buy |
15,211
+129
| +0.9% | +$6.71K | 0.57% | 57 |
|
|
2018
Q3 | $936K | Sell |
15,082
-67
| -0.4% | -$4.16K | 0.6% | 56 |
|
|
2018
Q2 | $838K | Sell |
15,149
-42
| -0.3% | -$2.32K | 0.58% | 54 |
|
|
2018
Q1 | $961K | Buy |
15,191
+271
| +2% | +$17.1K | 0.68% | 52 |
|
|
2017
Q4 | $914K | Buy |
14,920
+144
| +1% | +$8.82K | 0.65% | 53 |
|
|
2017
Q3 | $942K | Buy |
14,776
+1,271
| +9% | +$81K | 0.74% | 47 |
|
|
2017
Q2 | $752K | Buy |
13,505
+4,466
| +49% | +$249K | 0.64% | 50 |
|
|
2017
Q1 | $492K | Buy |
9,039
+1,511
| +20% | +$82.2K | 0.43% | 57 |
|
|
2016
Q4 | $440K | Buy |
+7,528
| New | +$440K | 0.43% | 52 |
|