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WA
WealthTrust-Arizona’s
Bristol-Myers Squibb
BMY
Stock Holding History
WealthTrust-Arizona’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
$68K
Hold
1,308
–
–
0.04%
125
2018
Q3
$81K
Hold
1,308
–
–
0.04%
117
2018
Q2
$72K
Hold
1,308
–
–
0.04%
116
2018
Q1
$83K
Sell
1,308
-342
-21%
-$22K
0.04%
118
2017
Q4
$101K
Sell
1,650
-300
-15%
-$18.8K
0.05%
102
2017
Q3
$124K
Hold
1,950
–
–
0.06%
85
2017
Q2
$109K
Hold
1,950
–
–
0.06%
85
2017
Q1
$106K
Hold
1,950
–
–
0.06%
86
2016
Q4
$114K
Hold
1,950
–
–
0.07%
87
2016
Q3
$105K
Hold
1,950
–
–
0.06%
91
2016
Q2
$143K
Hold
1,950
–
–
0.09%
79
2016
Q1
$125K
Hold
1,950
–
–
0.08%
79
2015
Q4
$134K
Hold
1,950
–
–
0.08%
85
2015
Q3
$115K
Buy
1,950
+300
+18%
+$19K
0.07%
82
2015
Q2
$110K
Sell
1,650
-600
-27%
-$39.5K
0.07%
88
2015
Q1
$145K
Buy
2,250
+200
+10%
+$12.5K
0.09%
74
2014
Q4
$121K
Buy
2,050
+400
+24%
+$22.6K
0.1%
82
2014
Q3
$84K
Hold
1,650
–
–
0.09%
112
2014
Q2
$80K
Buy
1,650
+900
+120%
+$44.4K
0.09%
124
2014
Q1
$39K
Buy
750
+100
+15%
+$5.32K
0.04%
191
2013
Q4
$35K
Buy
+650
New
+$33.1K
0.04%
189
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1-Year Est. Return
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1-Year Est. Return
State Street
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1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Ameriprise
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$432B AUM
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1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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