Wealthspire Advisors (Maryland)’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
Q3 | $1.68M | Buy |
27,934
+4,587
| +20% | +$277K | 0.06% | 143 |
|
|
2020
Q2 | $1.37M | Buy |
23,347
+290
| +1% | +$17.1K | 0.1% | 126 |
|
|
2020
Q1 | $1.29M | Sell |
23,057
-6,610
| -22% | -$368K | 0.11% | 114 |
|
|
2019
Q4 | $1.9M | Buy |
29,667
+10,407
| +54% | +$668K | 0.13% | 103 |
|
|
2019
Q3 | $977K | Buy |
19,260
+2,892
| +18% | +$147K | 0.07% | 149 |
|
|
2019
Q2 | $742K | Sell |
16,368
-3,642
| -18% | -$165K | 0.06% | 180 |
|
|
2019
Q1 | $955K | Buy |
20,010
+2,874
| +17% | +$137K | 0.07% | 143 |
|
|
2018
Q4 | $891K | Buy |
17,136
+2,567
| +18% | +$133K | 0.08% | 131 |
|
|
2018
Q3 | $904K | Sell |
14,569
-152
| -1% | -$9.43K | 0.07% | 154 |
|
|
2018
Q2 | $815K | Sell |
14,721
-1,914
| -12% | -$106K | 0.07% | 153 |
|
|
2018
Q1 | $1.05M | Sell |
16,635
-709
| -4% | -$44.8K | 0.1% | 126 |
|
|
2017
Q4 | $1.06M | Sell |
17,344
-676
| -4% | -$41.4K | 0.1% | 128 |
|
|
2017
Q3 | $1.15M | Sell |
18,020
-696
| -4% | -$44.4K | 0.13% | 118 |
|
|
2017
Q2 | $1.04M | Buy |
18,716
+3,704
| +25% | +$206K | 0.12% | 117 |
|
|
2017
Q1 | $816K | Buy |
15,012
+5,203
| +53% | +$283K | 0.12% | 117 |
|
|
2016
Q4 | $573K | Sell |
9,809
-434
| -4% | -$25.4K | 0.09% | 153 |
|
|
2016
Q3 | $552K | Sell |
10,243
-1,022
| -9% | -$55.1K | 0.09% | 158 |
|
|
2016
Q2 | $829K | Sell |
11,265
-1,305
| -10% | -$96K | 0.14% | 109 |
|
|
2016
Q1 | $803K | Buy |
12,570
+6,267
| +99% | +$400K | 0.14% | 106 |
|
|
2015
Q4 | $434K | Buy |
+6,303
| New | +$434K | 0.08% | 180 |
|