Tiedemann 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 | $227K | Sell |
3,909
-70
| -2% | -$4.06K | 0.01% | 252 |
|
|
2023
Q2 | $254K | Sell |
3,979
-1,599
| -29% | -$102K | 0.01% | 217 |
|
|
2023
Q1 | $387K | Buy |
5,578
+1,100
| +25% | +$76.2K | 0.02% | 182 |
|
|
2022
Q4 | $322K | Buy |
4,478
+155
| +4% | +$11.2K | 0.02% | 192 |
|
|
2022
Q3 | $308K | Buy |
4,323
+653
| +18% | +$46.5K | 0.02% | 186 |
|
|
2022
Q2 | $285K | Sell |
3,670
-365
| -9% | -$28.3K | 0.02% | 186 |
|
|
2022
Q1 | $298K | Buy |
4,035
+323
| +9% | +$23.9K | 0.02% | 228 |
|
|
2021
Q4 | $230K | Sell |
3,712
-2,083
| -36% | -$129K | 0.01% | 258 |
|
|
2021
Q3 | $347K | Sell |
5,795
-3,566
| -38% | -$214K | 0.02% | 229 |
|
|
2021
Q2 | $626K | Sell |
9,361
-383
| -4% | -$25.6K | 0.03% | 213 |
|
|
2021
Q1 | $619K | Buy |
9,744
+485
| +5% | +$30.8K | 0.03% | 197 |
|
|
2020
Q4 | $579K | Buy |
9,259
+208
| +2% | +$13K | 0.03% | 195 |
|
|
2020
Q3 | $544K | Sell |
9,051
-309
| -3% | -$18.6K | 0.03% | 222 |
|
|
2020
Q2 | $553K | Buy |
9,360
+89
| +1% | +$5.26K | 0.03% | 205 |
|
|
2020
Q1 | $517K | Sell |
9,271
-28
| -0.3% | -$1.56K | 0.03% | 200 |
|
|
2019
Q4 | $597K | Buy |
9,299
+967
| +12% | +$62.1K | 0.03% | 196 |
|
|
2019
Q3 | $424K | Sell |
8,332
-223
| -3% | -$11.3K | 0.02% | 232 |
|
|
2019
Q2 | $388K | Sell |
8,555
-11,921
| -58% | -$541K | 0.02% | 220 |
|
|
2019
Q1 | $976K | Sell |
20,476
-1,688
| -8% | -$80.5K | 0.05% | 221 |
|
|
2018
Q4 | $1.15M | Buy |
22,164
+3,350
| +18% | +$174K | 0.06% | 190 |
|
|
2018
Q3 | $1.17M | Buy |
18,814
+3,940
| +26% | +$244K | 0.07% | 156 |
|
|
2018
Q2 | $823K | Sell |
14,874
-7,411
| -33% | -$410K | 0.05% | 184 |
|
|
2018
Q1 | $1.41M | Buy |
22,285
+16,620
| +293% | +$1.05M | 0.1% | 117 |
|
|
2017
Q4 | $347K | Sell |
5,665
-3,651
| -39% | -$224K | 0.03% | 178 |
|
|
2017
Q3 | $549K | Sell |
9,316
-25,450
| -73% | -$1.5M | 0.05% | 202 |
|
|
2017
Q2 | $1.92M | Buy |
34,766
+5,717
| +20% | +$315K | 0.14% | 130 |
|
|
2017
Q1 | $1.58M | Buy |
29,049
+7,304
| +34% | +$397K | 0.13% | 135 |
|
|
2016
Q4 | $1.27M | Buy |
21,745
+3,825
| +21% | +$224K | 0.13% | 126 |
|
|
2016
Q3 | $892K | Buy |
+17,920
| New | +$892K | 0.19% | 67 |
|