Altavista Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$558K Buy
8,947
+200
+2% +$12.5K 0.11% 118
2021
Q3
$518K Sell
8,747
-311
-3% -$18.4K 0.12% 118
2021
Q2
$605K Hold
9,058
0.13% 109
2021
Q1
$572K Hold
9,058
0.14% 105
2020
Q4
$562K Hold
9,058
0.14% 102
2020
Q3
$546K Hold
9,058
0.15% 93
2020
Q2
$533K Sell
9,058
-400
-4% -$23.5K 0.15% 94
2020
Q1
$527K Buy
9,458
+400
+4% +$22.3K 0.18% 86
2019
Q4
$581K Hold
9,058
0.17% 95
2019
Q3
$459K Hold
9,058
0.14% 105
2019
Q2
$411K Sell
9,058
-600
-6% -$27.2K 0.13% 107
2019
Q1
$461K Sell
9,658
-2,690
-22% -$128K 0.16% 103
2018
Q4
$642K Hold
12,348
0.26% 85
2018
Q3
$767K Sell
12,348
-638
-5% -$39.6K 0.29% 82
2018
Q2
$719K Sell
12,986
-6
-0% -$332 0.29% 81
2018
Q1
$822K Sell
12,992
-185
-1% -$11.7K 0.35% 76
2017
Q4
$808K Buy
13,177
+3,775
+40% +$231K 0.34% 74
2017
Q3
$599K Buy
9,402
+349
+4% +$22.2K 0.28% 74
2017
Q2
$504K Sell
9,053
-1,976
-18% -$110K 0.25% 80
2017
Q1
$600K Sell
11,029
-955
-8% -$52K 0.3% 73
2016
Q4
$700K Sell
11,984
-739
-6% -$43.2K 0.38% 62
2016
Q3
$686K Buy
12,723
+394
+3% +$21.2K 0.37% 63
2016
Q2
$907K Buy
12,329
+5,030
+69% +$370K 0.5% 48
2016
Q1
$466K Buy
7,299
+5
+0.1% +$319 0.26% 81
2015
Q4
$502K Buy
7,294
+4
+0.1% +$275 0.3% 72
2015
Q3
$432K Sell
7,290
-195
-3% -$11.6K 0.28% 84
2015
Q2
$498K Buy
7,485
+800
+12% +$53.2K 0.31% 76
2015
Q1
$431K Sell
6,685
-316
-5% -$20.4K 0.27% 82
2014
Q4
$417K Sell
7,001
-770
-10% -$45.9K 0.26% 84
2014
Q3
$398K Hold
7,771
0.26% 74
2014
Q2
$377K Sell
7,771
-100
-1% -$4.85K 0.23% 86
2014
Q1
$409K Sell
7,871
-200
-2% -$10.4K 0.25% 82
2013
Q4
$429K Sell
8,071
-242
-3% -$12.9K 0.26% 82
2013
Q3
$385K Buy
8,313
+474
+6% +$22K 0.25% 81
2013
Q2
$350K Buy
+7,839
New +$350K 0.24% 84