Berman Capital Advisors’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
Q3 | $462K | Buy |
7,834
+915
| +13% | +$54K | 0.07% | 142 |
|
|
2021
Q2 | $461K | Buy |
6,919
+1,698
| +33% | +$113K | 0.07% | 125 |
|
|
2021
Q1 | $329K | Buy |
5,221
+462
| +10% | +$29.1K | 0.07% | 135 |
|
|
2020
Q4 | $295K | Buy |
4,759
+722
| +18% | +$44.8K | 0.07% | 125 |
|
|
2020
Q3 | $243K | Sell |
4,037
-607
| -13% | -$36.5K | 0.07% | 131 |
|
|
2020
Q2 | $272K | Buy |
4,644
+1,119
| +32% | +$65.5K | 0.07% | 108 |
|
|
2020
Q1 | $196K | Buy |
3,525
+437
| +14% | +$24.3K | 0.06% | 121 |
|
|
2019
Q4 | $198K | Buy |
3,088
+1,260
| +69% | +$80.8K | 0.06% | 134 |
|
|
2019
Q3 | $92K | Buy |
1,828
+293
| +19% | +$14.7K | 0.03% | 218 |
|
|
2019
Q2 | $69K | Buy |
1,535
+140
| +10% | +$6.29K | 0.02% | 255 |
|
|
2019
Q1 | $66K | Buy |
1,395
+175
| +14% | +$8.28K | 0.02% | 242 |
|
|
2018
Q4 | $63K | Buy |
+1,220
| New | +$63K | 0.02% | 230 |
|