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SHJ
Sharkey, Howes & Javer’s
Bristol-Myers Squibb
BMY
Stock Holding History
Sharkey, Howes & Javer’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-2,900
Closed
-$132K
–
70
2019
Q2
$132K
Hold
2,900
–
–
0.06%
72
2019
Q1
$138K
Hold
2,900
–
–
0.06%
69
2018
Q4
$151K
Hold
2,900
–
–
0.1%
60
2018
Q3
$180K
Hold
2,900
–
–
0.09%
55
2018
Q2
$160K
Sell
2,900
-1,300
-31%
-$70.2K
0.09%
50
2018
Q1
$265K
Hold
4,200
–
–
0.15%
30
2017
Q4
$257K
Buy
4,200
+1,300
+45%
+$81.3K
0.15%
32
2017
Q3
$189K
Buy
2,900
+1,300
+81%
+$75.9K
0.1%
41
2017
Q2
$89K
Hold
1,600
–
–
0.05%
67
2017
Q1
$87K
Hold
1,600
–
–
0.05%
68
2016
Q4
$94K
Hold
1,600
–
–
0.06%
59
2016
Q3
$86K
Hold
1,600
–
–
0.05%
69
2016
Q2
$118K
Sell
1,600
-240
-13%
-$17K
0.07%
55
2016
Q1
$118K
Buy
1,840
+240
+15%
+$15.1K
0.09%
48
2015
Q4
$110K
Hold
1,600
–
–
0.08%
52
2015
Q3
$95K
Hold
1,600
–
–
0.07%
59
2015
Q2
$106K
Buy
+1,600
New
+$105K
0.08%
41
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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