V 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 | – | Sell |
-6,039
| Closed | -$386K | – | 143 |
|
|
2023
Q2 | $386K | Buy |
6,039
+39
| +0.7% | +$2.49K | 0.06% | 236 |
|
|
2023
Q1 | $416K | Buy |
6,000
+677
| +13% | +$46.9K | 0.08% | 228 |
|
|
2022
Q4 | $383K | Buy |
5,323
+262
| +5% | +$18.8K | 0.08% | 236 |
|
|
2022
Q3 | $360K | Buy |
5,061
+2
| +0% | +$142 | 0.07% | 251 |
|
|
2022
Q2 | $389K | Buy |
5,059
+295
| +6% | +$22.7K | 0.07% | 262 |
|
|
2022
Q1 | $348K | Sell |
4,764
-872
| -15% | -$63.7K | 0.06% | 310 |
|
|
2021
Q4 | $351K | Sell |
5,636
-846
| -13% | -$52.7K | 0.05% | 331 |
|
|
2021
Q3 | $383K | Buy |
6,482
+908
| +16% | +$53.7K | 0.06% | 316 |
|
|
2021
Q2 | $372K | Buy |
5,574
+32
| +0.6% | +$2.14K | 0.06% | 329 |
|
|
2021
Q1 | $350K | Buy |
5,542
+190
| +4% | +$12K | 0.06% | 319 |
|
|
2020
Q4 | $332K | Buy |
+5,352
| New | +$332K | 0.07% | 290 |
|
|
2020
Q3 | – | Sell |
-4,751
| Closed | -$279K | – | 185 |
|
|
2020
Q2 | $279K | Sell |
4,751
-2,188
| -32% | -$128K | 0.07% | 284 |
|
|
2020
Q1 | $386K | Buy |
6,939
+1,920
| +38% | +$107K | 0.12% | 185 |
|
|
2019
Q4 | $255K | Hold |
5,019
| – | – | 0.09% | 226 |
|
|
2019
Q3 | $255K | Buy |
5,019
+317
| +7% | +$16.1K | 0.09% | 228 |
|
|
2019
Q2 | $212K | Buy |
+4,702
| New | +$212K | 0.08% | 251 |
|
|
2017
Q3 | – | Sell |
-2,251
| Closed | -$126K | – | 254 |
|
|
2017
Q2 | $126K | Buy |
+2,251
| New | +$126K | 0.06% | 219 |
|
|
2017
Q1 | – | Sell |
-4,169
| Closed | -$243K | – | 182 |
|
|
2016
Q4 | $243K | Sell |
4,169
-138
| -3% | -$8.04K | 0.18% | 148 |
|
|
2016
Q3 | $233K | Buy |
4,307
+37
| +0.9% | +$2K | 0.19% | 147 |
|
|
2016
Q2 | $314K | Sell |
4,270
-56
| -1% | -$4.12K | 0.26% | 110 |
|
|
2016
Q1 | $274K | Buy |
+4,326
| New | +$274K | 0.22% | 105 |
|