YorkBridge Wealth Partners’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
Q4 | $1.37M | Sell |
19,077
-295
| -2% | -$21.2K | 0.35% | 72 |
|
2022
Q3 | $1.38M | Buy |
19,372
+46
| +0.2% | +$3.27K | 0.36% | 65 |
|
2022
Q2 | $1.49M | Sell |
19,326
-24
| -0.1% | -$1.85K | 0.39% | 60 |
|
2022
Q1 | $1.41M | Buy |
19,350
+1
| +0% | +$73 | 0.31% | 67 |
|
2021
Q4 | $1.21M | Buy |
19,349
+1
| +0% | +$62 | 0.27% | 76 |
|
2021
Q3 | $1.15M | Sell |
19,348
-1,286
| -6% | -$76.1K | 0.29% | 74 |
|
2021
Q2 | $1.38M | Sell |
20,634
-428
| -2% | -$28.6K | 0.36% | 65 |
|
2021
Q1 | $1.33M | Buy |
21,062
+7,530
| +56% | +$475K | 0.39% | 62 |
|
2020
Q4 | $839K | Sell |
13,532
-1,627
| -11% | -$101K | 0.28% | 76 |
|
2020
Q3 | $914K | Sell |
15,159
-26
| -0.2% | -$1.57K | 0.38% | 65 |
|
2020
Q2 | $893K | Sell |
15,185
-32
| -0.2% | -$1.88K | 0.41% | 61 |
|
2020
Q1 | $848K | Sell |
15,217
-1,085
| -7% | -$60.5K | 0.52% | 60 |
|
2019
Q4 | $1.05M | Sell |
16,302
-3,718
| -19% | -$239K | 0.48% | 63 |
|
2019
Q3 | $1.02M | Sell |
20,020
-2,865
| -13% | -$145K | 0.51% | 56 |
|
2019
Q2 | $1.04M | Sell |
22,885
-11
| -0% | -$499 | 0.46% | 58 |
|
2019
Q1 | $1.09M | Buy |
22,896
+432
| +2% | +$20.6K | 0.5% | 59 |
|
2018
Q4 | $1.17M | Sell |
22,464
-573
| -2% | -$29.8K | 0.62% | 47 |
|
2018
Q3 | $1.43M | Sell |
23,037
-5,071
| -18% | -$315K | 0.66% | 44 |
|
2018
Q2 | $1.56M | Sell |
28,108
-589
| -2% | -$32.6K | 0.68% | 37 |
|
2018
Q1 | $1.69M | Buy |
28,697
+2,956
| +11% | +$174K | 0.78% | 29 |
|
2017
Q4 | $1.57M | Sell |
25,741
-2,207
| -8% | -$135K | 0.76% | 32 |
|
2017
Q3 | $1.78M | Buy |
27,948
+121
| +0.4% | +$7.71K | 0.92% | 24 |
|
2017
Q2 | $1.57M | Sell |
27,827
-589
| -2% | -$33.1K | 0.83% | 27 |
|
2017
Q1 | $1.59M | Sell |
28,416
-1,384
| -5% | -$77.4K | 0.83% | 28 |
|
2016
Q4 | $1.7M | Buy |
+29,800
| New | +$1.7M | 1% | 23 |
|