Arbor 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 | $230K | Buy |
+3,694
| New | +$230K | 0.05% | 58 |
|
|
2019
Q3 | – | Sell |
-930
| Closed | -$42K | – | 68 |
|
|
2019
Q2 | $42K | Hold |
930
| – | – | 0.02% | 91 |
|
|
2019
Q1 | $44K | Buy |
+930
| New | +$44K | 0.03% | 82 |
|
|
2018
Q1 | – | Sell |
-4,357
| Closed | -$266K | – | 59 |
|
|
2017
Q4 | $266K | Buy |
+4,357
| New | +$266K | 0.2% | 57 |
|
|
2016
Q3 | – | Sell |
-12,629
| Closed | -$962K | – | 74 |
|
|
2016
Q2 | $962K | Hold |
12,629
| – | – | 0.91% | 35 |
|
|
2016
Q1 | $897K | Buy |
12,629
+126
| +1% | +$8.95K | 0.93% | 32 |
|
|
2015
Q4 | $756K | Buy |
+12,503
| New | +$756K | 0.83% | 33 |
|