Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $11K | Hold |
150
| – | – | 0.3% | 55 |
|
|
2021
Q4 | $9K | Hold |
150
| – | – | 0.22% | 56 |
|
|
2021
Q3 | $9K | Hold |
150
| – | – | 0.25% | 55 |
|
|
2021
Q2 | $10K | Sell |
150
-277,839
| -100% | -$18.5M | 0.05% | 79 |
|
|
2021
Q1 | $17.5M | Sell |
277,989
-6,670
| -2% | -$421K | 1.71% | 12 |
|
|
2020
Q4 | $17.7M | Buy |
+284,659
| New | +$17.7M | 1.79% | 13 |
|
|
2020
Q3 | – | Sell |
-306,031
| Closed | -$18M | – | 337 |
|
|
2020
Q2 | $18M | Buy |
306,031
+3,227
| +1% | +$190K | 2.2% | 7 |
|
|
2020
Q1 | $16.9M | Sell |
302,804
-8,147
| -3% | -$454K | 2.49% | 6 |
|
|
2019
Q4 | $20M | Buy |
310,951
+147,364
| +90% | +$9.46M | 2.33% | 6 |
|
|
2019
Q3 | $9.12M | Sell |
163,587
-6,459
| -4% | -$360K | 1.17% | 20 |
|
|
2019
Q2 | $7.71M | Buy |
170,046
+3,089
| +2% | +$140K | 1% | 25 |
|
|
2019
Q1 | $7.97M | Buy |
166,957
+9,500
| +6% | +$453K | 1.05% | 22 |
|
|
2018
Q4 | $7.61M | Sell |
157,457
-9,490
| -6% | -$459K | 1.07% | 23 |
|
|
2018
Q3 | $10.4M | Sell |
166,947
-630
| -0.4% | -$39.1K | 1.28% | 18 |
|
|
2018
Q2 | $9.27M | Sell |
167,577
-1,570
| -0.9% | -$86.9K | 1.23% | 19 |
|
|
2018
Q1 | $10.7M | Sell |
169,147
-4,708
| -3% | -$298K | 1.34% | 17 |
|
|
2017
Q4 | $10.7M | Buy |
+173,855
| New | +$10.7M | 1.29% | 15 |
|