Personal Capital Advisors’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
Q4 | $755K | Sell |
10,491
-184
| -2% | -$13.2K | ﹤0.01% | 257 |
|
|
2022
Q3 | $759K | Sell |
10,675
-686
| -6% | -$48.8K | ﹤0.01% | 247 |
|
|
2022
Q2 | $875K | Sell |
11,361
-462
| -4% | -$35.6K | ﹤0.01% | 242 |
|
|
2022
Q1 | $863K | Sell |
11,823
-1,262
| -10% | -$92.1K | ﹤0.01% | 259 |
|
|
2021
Q4 | $815K | Sell |
13,085
-2,070
| -14% | -$129K | ﹤0.01% | 275 |
|
|
2021
Q3 | $897K | Sell |
15,155
-116,142
| -88% | -$6.87M | ﹤0.01% | 259 |
|
|
2021
Q2 | $8.77M | Buy |
131,297
+14,408
| +12% | +$963K | 0.05% | 181 |
|
|
2021
Q1 | $7.38M | Buy |
116,889
+19,543
| +20% | +$1.23M | 0.04% | 183 |
|
|
2020
Q4 | $6.04M | Buy |
97,346
+14,995
| +18% | +$930K | 0.04% | 181 |
|
|
2020
Q3 | $4.97M | Buy |
82,351
+5,436
| +7% | +$328K | 0.04% | 172 |
|
|
2020
Q2 | $4.52M | Buy |
76,915
+4,068
| +6% | +$239K | 0.04% | 165 |
|
|
2020
Q1 | $4.07M | Buy |
72,847
+3,627
| +5% | +$203K | 0.04% | 166 |
|
|
2019
Q4 | $4.44M | Buy |
69,220
+13,984
| +25% | +$898K | 0.04% | 166 |
|
|
2019
Q3 | $2.8M | Buy |
55,236
+7,486
| +16% | +$380K | 0.03% | 179 |
|
|
2019
Q2 | $2.17M | Buy |
47,750
+11,399
| +31% | +$517K | 0.02% | 185 |
|
|
2019
Q1 | $1.73M | Buy |
36,351
+9,118
| +33% | +$435K | 0.02% | 186 |
|
|
2018
Q4 | $1.42M | Buy |
27,233
+4,634
| +21% | +$241K | 0.02% | 179 |
|
|
2018
Q3 | $1.4M | Buy |
22,599
+6,842
| +43% | +$425K | 0.02% | 172 |
|
|
2018
Q2 | $872K | Buy |
15,757
+9,617
| +157% | +$532K | 0.01% | 176 |
|
|
2018
Q1 | $388K | Buy |
+6,140
| New | +$388K | 0.01% | 200 |
|
|
2015
Q4 | – | Sell |
-4,910
| Closed | -$291K | – | 160 |
|
|
2015
Q3 | $291K | Buy |
+4,910
| New | +$291K | 0.02% | 136 |
|