Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $568K | Buy |
9,790
+84
| +0.9% | +$4.88K | 0.28% | 60 |
|
|
2023
Q2 | $621K | Buy |
9,706
+140
| +1% | +$8.95K | 0.3% | 56 |
|
|
2023
Q1 | $663K | Sell |
9,566
-2,285
| -19% | -$158K | 0.35% | 51 |
|
|
2022
Q4 | $853K | Buy |
11,851
+114
| +1% | +$8.2K | 0.32% | 54 |
|
|
2022
Q3 | $834K | Sell |
11,737
-55
| -0.5% | -$3.91K | 0.34% | 53 |
|
|
2022
Q2 | $908K | Buy |
11,792
+67
| +0.6% | +$5.16K | 0.36% | 51 |
|
|
2022
Q1 | $856K | Buy |
11,725
+68
| +0.6% | +$4.97K | 0.29% | 59 |
|
|
2021
Q4 | $727K | Sell |
11,657
-68
| -0.6% | -$4.24K | 0.24% | 69 |
|
|
2021
Q3 | $694K | Buy |
11,725
+11
| +0.1% | +$651 | 0.26% | 68 |
|
|
2021
Q2 | $783K | Sell |
11,714
-12
| -0.1% | -$802 | 0.29% | 62 |
|
|
2021
Q1 | $740K | Buy |
11,726
+20
| +0.2% | +$1.26K | 0.29% | 59 |
|
|
2020
Q4 | $726K | Buy |
11,706
+39
| +0.3% | +$2.42K | 0.31% | 57 |
|
|
2020
Q3 | $703K | Buy |
11,667
+108
| +0.9% | +$6.51K | 0.34% | 54 |
|
|
2020
Q2 | $680K | Sell |
11,559
-3
| -0% | -$176 | 0.36% | 48 |
|
|
2020
Q1 | $644K | Buy |
11,562
+14
| +0.1% | +$780 | 0.41% | 47 |
|
|
2019
Q4 | $741K | Buy |
11,548
+161
| +1% | +$10.3K | 0.38% | 50 |
|
|
2019
Q3 | $577K | Sell |
11,387
-177
| -2% | -$8.98K | 0.32% | 52 |
|
|
2019
Q2 | $524K | Sell |
11,564
-45
| -0.4% | -$2.04K | 0.3% | 55 |
|
|
2019
Q1 | $554K | Buy |
11,609
+27
| +0.2% | +$1.29K | 0.32% | 50 |
|
|
2018
Q4 | $602K | Buy |
11,582
+7,328
| +172% | +$381K | 0.39% | 45 |
|
|
2018
Q3 | $264K | Hold |
4,254
| – | – | 0.17% | 100 |
|
|
2018
Q2 | $235K | Hold |
4,254
| – | – | 0.16% | 107 |
|
|
2018
Q1 | $269K | Hold |
4,254
| – | – | 0.19% | 89 |
|
|
2017
Q4 | $261K | Hold |
4,254
| – | – | 0.19% | 94 |
|
|
2017
Q3 | $271K | Hold |
4,254
| – | – | 0.21% | 83 |
|
|
2017
Q2 | $237K | Sell |
4,254
-12
| -0.3% | -$669 | 0.19% | 93 |
|
|
2017
Q1 | $232K | Hold |
4,266
| – | – | 0.19% | 85 |
|
|
2016
Q4 | $249K | Sell |
4,266
-47
| -1% | -$2.75K | 0.22% | 76 |
|
|
2016
Q3 | $233K | Sell |
4,313
-689
| -14% | -$37.2K | 0.21% | 77 |
|
|
2016
Q2 | $368K | Sell |
5,002
-326
| -6% | -$24K | 0.35% | 52 |
|
|
2016
Q1 | $340K | Buy |
+5,328
| New | +$340K | 0.32% | 55 |
|