Altavista Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $558K | Buy |
8,947
+200
| +2% | +$11.7K | 0.11% | 118 |
|
|
2021
Q3 | $518K | Sell |
8,747
-311
| -3% | -$20.5K | 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% | -$23.9K | 0.15% | 94 |
|
|
2020
Q1 | $527K | Buy |
9,458
+400
| +4% | +$24.4K | 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% | -$27.9K | 0.13% | 107 |
|
|
2019
Q1 | $461K | Sell |
9,658
-2,690
| -22% | -$134K | 0.16% | 103 |
|
|
2018
Q4 | $642K | Hold |
12,348
| – | – | 0.26% | 85 |
|
|
2018
Q3 | $767K | Sell |
12,348
-638
| -5% | -$37.9K | 0.29% | 82 |
|
|
2018
Q2 | $719K | Sell |
12,986
-6
| -0% | -$324 | 0.29% | 81 |
|
|
2018
Q1 | $822K | Sell |
12,992
-185
| -1% | -$11.9K | 0.35% | 76 |
|
|
2017
Q4 | $808K | Buy |
13,177
+3,775
| +40% | +$236K | 0.34% | 74 |
|
|
2017
Q3 | $599K | Buy |
9,402
+349
| +4% | +$20.4K | 0.28% | 74 |
|
|
2017
Q2 | $504K | Sell |
9,053
-1,976
| -18% | -$108K | 0.25% | 80 |
|
|
2017
Q1 | $600K | Sell |
11,029
-955
| -8% | -$52.4K | 0.3% | 73 |
|
|
2016
Q4 | $700K | Sell |
11,984
-739
| -6% | -$40.4K | 0.38% | 62 |
|
|
2016
Q3 | $686K | Buy |
12,723
+394
| +3% | +$25.3K | 0.37% | 63 |
|
|
2016
Q2 | $907K | Buy |
12,329
+5,030
| +69% | +$355K | 0.5% | 48 |
|
|
2016
Q1 | $466K | Buy |
7,299
+5
| +0.1% | +$315 | 0.26% | 81 |
|
|
2015
Q4 | $502K | Buy |
7,294
+4
| +0.1% | +$264 | 0.3% | 72 |
|
|
2015
Q3 | $432K | Sell |
7,290
-195
| -3% | -$12.4K | 0.28% | 84 |
|
|
2015
Q2 | $498K | Buy |
7,485
+800
| +12% | +$52.7K | 0.31% | 76 |
|
|
2015
Q1 | $431K | Sell |
6,685
-316
| -5% | -$19.8K | 0.27% | 82 |
|
|
2014
Q4 | $417K | Sell |
7,001
-770
| -10% | -$43.4K | 0.26% | 84 |
|
|
2014
Q3 | $398K | Hold |
7,771
| – | – | 0.26% | 74 |
|
|
2014
Q2 | $377K | Sell |
7,771
-100
| -1% | -$4.93K | 0.23% | 86 |
|
|
2014
Q1 | $409K | Sell |
7,871
-200
| -2% | -$10.6K | 0.25% | 82 |
|
|
2013
Q4 | $429K | Sell |
8,071
-242
| -3% | -$12.3K | 0.26% | 82 |
|
|
2013
Q3 | $385K | Buy |
8,313
+474
| +6% | +$20.8K | 0.25% | 81 |
|
|
2013
Q2 | $350K | Buy |
+7,839
| New | +$340K | 0.24% | 84 |
|
Other funds holding BMY
Altavista Wealth Management's BMY Position: Q4 2021 in Review
Altavista Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 2.3% in Q4 2021, buying an estimated $11.7K and bringing the position to 8,947 shares worth $558K. The position accounts for 0.11% of the portfolio, ranked #118.
Altavista Wealth Management first reported a position in BMY in Q2 2013 and has held it in 35 quarters since. The position peaked at $907K in Q2 2016. 2,445 funds tracked by Wall St. Rank hold BMY as of Q4 2021.
- Altavista Wealth Management held 8,947 shares of Bristol-Myers Squibb worth $558K as of Q4 2021.
- Altavista Wealth Management bought 200 Bristol-Myers Squibb shares in Q4 2021, an estimated $11.7K.
- Bristol-Myers Squibb made up 0.11% of Altavista Wealth Management's portfolio in Q4 2021, its #118 holding.
- Altavista Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's Bristol-Myers Squibb position peaked at $907K in Q2 2016.
- 2,445 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.