Cabot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-19,520
| Closed | -$1.26M | – | 151 |
|
|
2015
Q1 | $1.26M | Sell |
19,520
-338
| -2% | -$21.8K | 0.31% | 91 |
|
|
2014
Q4 | $1.17M | Buy |
19,858
+723
| +4% | +$42.7K | 0.29% | 92 |
|
|
2014
Q3 | $979K | Buy |
19,135
+2,603
| +16% | +$133K | 0.25% | 99 |
|
|
2014
Q2 | $802K | Buy |
16,532
+1,441
| +10% | +$69.9K | 0.2% | 102 |
|
|
2014
Q1 | $784K | Buy |
15,091
+1,422
| +10% | +$73.9K | 0.21% | 110 |
|
|
2013
Q4 | $727K | Buy |
13,669
+2,227
| +19% | +$118K | 0.19% | 119 |
|
|
2013
Q3 | $530K | Sell |
11,442
-712
| -6% | -$33K | 0.16% | 123 |
|
|
2013
Q2 | $543K | Buy |
+12,154
| New | +$543K | 0.19% | 140 |
|