WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.33M | Buy |
23,928
+1,328
| +6% | +$74K | 0.3% | 89 |
|
|
2017
Q1 | $1.23M | Sell |
22,600
-4,377
| -16% | -$238K | 0.33% | 76 |
|
|
2016
Q4 | $1.58M | Sell |
26,977
-752
| -3% | -$44K | 0.39% | 64 |
|
|
2016
Q3 | $1.5M | Buy |
27,729
+7,928
| +40% | +$427K | 0.37% | 69 |
|
|
2016
Q2 | $1.46M | Buy |
19,801
+963
| +5% | +$70.8K | 0.39% | 64 |
|
|
2016
Q1 | $1.2M | Sell |
18,838
-4,128
| -18% | -$264K | 0.35% | 71 |
|
|
2015
Q4 | $1.58M | Buy |
22,966
+1,430
| +7% | +$98.4K | 0.47% | 44 |
|
|
2015
Q3 | $1.28M | Sell |
21,536
-1,299
| -6% | -$76.9K | 0.4% | 53 |
|
|
2015
Q2 | $1.52M | Buy |
22,835
+1,748
| +8% | +$116K | 0.42% | 49 |
|
|
2015
Q1 | $1.36M | Sell |
21,087
-2,837
| -12% | -$183K | 0.38% | 49 |
|
|
2014
Q4 | $1.41M | Buy |
23,924
+9,328
| +64% | +$551K | 0.29% | 71 |
|
|
2014
Q3 | $747K | Buy |
14,596
+243
| +2% | +$12.4K | 0.14% | 174 |
|
|
2014
Q2 | $696K | Sell |
14,353
-1,150
| -7% | -$55.8K | 0.13% | 190 |
|
|
2014
Q1 | $805K | Sell |
15,503
-7,807
| -33% | -$405K | 0.16% | 159 |
|
|
2013
Q4 | $1.24M | Sell |
23,310
-1,508
| -6% | -$80.2K | 0.18% | 136 |
|
|
2013
Q3 | $1.15M | Buy |
24,818
+1,432
| +6% | +$66.3K | 0.18% | 144 |
|
|
2013
Q2 | $1.05M | Buy |
+23,386
| New | +$1.05M | 0.17% | 147 |
|