Surevest’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
Q3 | $3.76M | Sell |
52,849
-285
| -0.5% | -$20.3K | 1.02% | 33 |
|
|
2022
Q2 | $4.09M | Buy |
53,134
+487
| +0.9% | +$37.5K | 1.07% | 28 |
|
|
2022
Q1 | $3.85M | Sell |
52,647
-13,464
| -20% | -$983K | 0.93% | 41 |
|
|
2021
Q4 | $4.12M | Sell |
66,111
-6,788
| -9% | -$423K | 0.98% | 48 |
|
|
2021
Q3 | $4.31M | Buy |
72,899
+6,564
| +10% | +$388K | 1.09% | 48 |
|
|
2021
Q2 | $4.43M | Sell |
66,335
-2,835
| -4% | -$189K | 1.16% | 44 |
|
|
2021
Q1 | $4.37M | Buy |
69,170
+7,621
| +12% | +$481K | 1.32% | 35 |
|
|
2020
Q4 | $3.82M | Buy |
61,549
+3,979
| +7% | +$247K | 1.27% | 43 |
|
|
2020
Q3 | $3.47M | Buy |
57,570
+4,152
| +8% | +$250K | 1.36% | 33 |
|
|
2020
Q2 | $3.14M | Buy |
53,418
+5,080
| +11% | +$299K | 1.39% | 28 |
|
|
2020
Q1 | $2.69M | Buy |
48,338
+16,027
| +50% | +$893K | 1.47% | 17 |
|
|
2019
Q4 | $2.07M | Buy |
32,311
+12,978
| +67% | +$833K | 0.89% | 50 |
|
|
2019
Q3 | $980K | Buy |
19,333
+4,716
| +32% | +$239K | 0.48% | 80 |
|
|
2019
Q2 | $663K | Buy |
14,617
+8,008
| +121% | +$363K | 0.34% | 97 |
|
|
2019
Q1 | $315K | Buy |
6,609
+1,383
| +26% | +$65.9K | 0.19% | 102 |
|
|
2018
Q4 | $272K | Buy |
+5,226
| New | +$272K | 0.21% | 101 |
|