Private Wealth Advisors (Pennsylvania)’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $474K | Buy |
7,646
+1,059
| +16% | +$65.7K | 0.27% | 66 |
|
|
2020
Q3 | $397K | Sell |
6,587
-261
| -4% | -$15.7K | 0.25% | 67 |
|
|
2020
Q2 | $403K | Hold |
6,848
| – | – | 0.28% | 64 |
|
|
2020
Q1 | $413K | Sell |
6,848
-26
| -0.4% | -$1.57K | 0.31% | 61 |
|
|
2019
Q4 | $446K | Buy |
+6,874
| New | +$446K | 0.24% | 86 |
|
|
2019
Q3 | – | Sell |
-5,229
| Closed | -$237K | – | 136 |
|
|
2019
Q2 | $237K | Buy |
5,229
+167
| +3% | +$7.57K | 0.08% | 131 |
|
|
2019
Q1 | $242K | Buy |
5,062
+189
| +4% | +$9.04K | 0.09% | 123 |
|
|
2018
Q4 | $253K | Buy |
4,873
+232
| +5% | +$12K | 0.11% | 118 |
|
|
2018
Q3 | $288K | Hold |
4,641
| – | – | 0.11% | 119 |
|
|
2018
Q2 | $257K | Sell |
4,641
-200
| -4% | -$11.1K | 0.1% | 118 |
|
|
2018
Q1 | $306K | Sell |
4,841
-75
| -2% | -$4.74K | 0.12% | 110 |
|
|
2017
Q4 | $301K | Hold |
4,916
| – | – | 0.12% | 114 |
|
|
2017
Q3 | $313K | Hold |
4,916
| – | – | 0.13% | 110 |
|
|
2017
Q2 | $274K | Buy |
4,916
+699
| +17% | +$39K | 0.12% | 111 |
|
|
2017
Q1 | $229K | Buy |
4,217
+360
| +9% | +$19.5K | 0.1% | 114 |
|
|
2016
Q4 | $225K | Buy |
+3,857
| New | +$225K | 0.1% | 114 |
|