SVA Wealth Management’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 | $236K | Buy |
3,803
+350
| +10% | +$21.7K | 0.02% | 215 |
|
|
2020
Q3 | $208K | Hold |
3,453
| – | – | 0.02% | 203 |
|
|
2020
Q2 | $203K | Buy |
+3,453
| New | +$203K | 0.02% | 193 |
|
|
2020
Q1 | – | Sell |
-3,775
| Closed | -$242K | – | 189 |
|
|
2019
Q4 | $242K | Sell |
3,775
-1,602
| -30% | -$103K | 0.02% | 190 |
|
|
2019
Q3 | $273K | Sell |
5,377
-1,082
| -17% | -$54.9K | 0.03% | 177 |
|
|
2019
Q2 | $293K | Buy |
6,459
+22
| +0.3% | +$998 | 0.03% | 179 |
|
|
2019
Q1 | $307K | Sell |
6,437
-2,686
| -29% | -$128K | 0.03% | 182 |
|
|
2018
Q4 | $474K | Sell |
9,123
-5,405
| -37% | -$281K | 0.05% | 152 |
|
|
2018
Q3 | $902K | Sell |
14,528
-434
| -3% | -$26.9K | 0.09% | 124 |
|
|
2018
Q2 | $828K | Sell |
14,962
-46,251
| -76% | -$2.56M | 0.09% | 125 |
|
|
2018
Q1 | $3.9M | Sell |
61,213
-474
| -0.8% | -$30.2K | 0.48% | 57 |
|
|
2017
Q4 | $3.78M | Buy |
61,687
+474
| +0.8% | +$29K | 0.44% | 60 |
|
|
2017
Q3 | $3.9M | Sell |
61,213
-37,338
| -38% | -$2.38M | 0.48% | 57 |
|
|
2017
Q2 | $5.49M | Sell |
98,551
-1,546
| -2% | -$86.1K | 0.71% | 42 |
|
|
2017
Q1 | $5.44M | Sell |
100,097
-7,602
| -7% | -$413K | 0.74% | 38 |
|
|
2016
Q4 | $6.29M | Buy |
107,699
+4,153
| +4% | +$243K | 0.94% | 31 |
|
|
2016
Q3 | $5.58M | Buy |
103,546
+60,207
| +139% | +$3.25M | 0.87% | 33 |
|
|
2016
Q2 | $3.19M | Sell |
43,339
-519
| -1% | -$38.2K | 0.52% | 62 |
|
|
2016
Q1 | $2.8M | Buy |
43,858
+8,440
| +24% | +$539K | 0.46% | 66 |
|
|
2015
Q4 | $2.44M | Buy |
35,418
+4,567
| +15% | +$314K | 0.42% | 73 |
|
|
2015
Q3 | $1.83M | Buy |
30,851
+1,318
| +4% | +$78K | 0.34% | 81 |
|
|
2015
Q2 | $1.97M | Buy |
29,533
+2,472
| +9% | +$164K | 0.36% | 78 |
|
|
2015
Q1 | $1.75M | Buy |
27,061
+4,062
| +18% | +$262K | 0.32% | 89 |
|
|
2014
Q4 | $1.36M | Buy |
22,999
+1,040
| +5% | +$61.4K | 0.49% | 49 |
|
|
2014
Q3 | $1.12M | Buy |
21,959
+414
| +2% | +$21.2K | 0.48% | 52 |
|
|
2014
Q2 | $1.05M | Buy |
21,545
+2,371
| +12% | +$115K | 0.45% | 54 |
|
|
2014
Q1 | $996K | Buy |
19,174
+1,580
| +9% | +$82.1K | 0.47% | 54 |
|
|
2013
Q4 | $935K | Buy |
+17,594
| New | +$935K | 0.56% | 50 |
|