Winslow Evans & Crocker’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
Q4 | $1.9M | Buy |
30,667
+12,366
| +68% | +$767K | 0.36% | 57 |
|
|
2020
Q3 | $1.1M | Sell |
18,301
-4,285
| -19% | -$258K | 0.27% | 81 |
|
|
2020
Q2 | $1.33M | Buy |
22,586
+878
| +4% | +$51.6K | 0.35% | 62 |
|
|
2020
Q1 | $1.21M | Sell |
21,708
-1,884
| -8% | -$105K | 0.4% | 62 |
|
|
2019
Q4 | $1.52M | Buy |
23,592
+7,930
| +51% | +$510K | 0.39% | 60 |
|
|
2019
Q3 | $796K | Sell |
15,662
-500
| -3% | -$25.4K | 0.22% | 101 |
|
|
2019
Q2 | $734K | Buy |
16,162
+2,846
| +21% | +$129K | 0.2% | 112 |
|
|
2019
Q1 | $636K | Sell |
13,316
-100
| -0.7% | -$4.78K | 0.18% | 126 |
|
|
2018
Q4 | $698K | Hold |
13,416
| – | – | 0.23% | 94 |
|
|
2018
Q3 | $834K | Sell |
13,416
-414
| -3% | -$25.7K | 0.25% | 92 |
|
|
2018
Q2 | $768K | Sell |
13,830
-1,106
| -7% | -$61.4K | 0.24% | 105 |
|
|
2018
Q1 | $945K | Hold |
14,936
| – | – | 0.31% | 79 |
|
|
2017
Q4 | $915K | Sell |
14,936
-820
| -5% | -$50.3K | 0.29% | 80 |
|
|
2017
Q3 | $1M | Sell |
15,756
-8,548
| -35% | -$545K | 0.33% | 67 |
|
|
2017
Q2 | $1.35M | Buy |
24,304
+5,324
| +28% | +$296K | 0.37% | 64 |
|
|
2017
Q1 | $1.03M | Sell |
18,980
-574
| -3% | -$31.2K | 0.32% | 65 |
|
|
2016
Q4 | $1.14M | Buy |
19,554
+4,004
| +26% | +$234K | 0.35% | 61 |
|
|
2016
Q3 | $838K | Sell |
15,550
-1,956
| -11% | -$105K | 0.24% | 93 |
|
|
2016
Q2 | $1.29M | Sell |
17,506
-9,623
| -35% | -$708K | 0.38% | 59 |
|
|
2016
Q1 | $1.73M | Buy |
27,129
+629
| +2% | +$40.2K | 0.52% | 46 |
|
|
2015
Q4 | $1.82M | Buy |
26,500
+3,274
| +14% | +$225K | 0.52% | 43 |
|
|
2015
Q3 | $1.37M | Sell |
23,226
-100
| -0.4% | -$5.92K | 0.43% | 52 |
|
|
2015
Q2 | $1.55M | Buy |
23,326
+10,126
| +77% | +$674K | 0.44% | 50 |
|
|
2015
Q1 | $851K | Sell |
13,200
-540
| -4% | -$34.8K | 0.24% | 94 |
|
|
2014
Q4 | $811K | Buy |
13,740
+798
| +6% | +$47.1K | 0.23% | 95 |
|
|
2014
Q3 | $662K | Buy |
12,942
+2,429
| +23% | +$124K | 0.19% | 126 |
|
|
2014
Q2 | $510K | Buy |
10,513
+215
| +2% | +$10.4K | 0.17% | 154 |
|
|
2014
Q1 | $535K | Buy |
10,298
+145
| +1% | +$7.53K | 0.18% | 133 |
|
|
2013
Q4 | $540K | Buy |
+10,153
| New | +$540K | 0.18% | 135 |
|