Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $434K | Buy |
+9,100
| New | +$434K | 0.25% | 33 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$31K | – | 183 |
|
|
2017
Q4 | $31K | Sell |
500
-500
| -50% | -$31K | 0.02% | 101 |
|
|
2017
Q3 | $64K | Hold |
1,000
| – | – | 0.04% | 68 |
|
|
2017
Q2 | $56K | Sell |
1,000
-133
| -12% | -$7.45K | 0.03% | 81 |
|
|
2017
Q1 | $62K | Hold |
1,133
| – | – | 0.04% | 74 |
|
|
2016
Q4 | $66K | Buy |
1,133
+133
| +13% | +$7.75K | 0.05% | 60 |
|
|
2016
Q3 | $55K | Sell |
1,000
-48,851
| -98% | -$2.69M | 0.05% | 64 |
|
|
2016
Q2 | $3.67M | Buy |
49,851
+48,180
| +2,883% | +$3.54M | 4.23% | 8 |
|
|
2016
Q1 | $107K | Hold |
1,671
| – | – | 0.12% | 33 |
|
|
2015
Q4 | $115K | Hold |
1,671
| – | – | 0.1% | 31 |
|
|
2015
Q3 | $99K | Hold |
1,671
| – | – | 0.1% | 29 |
|
|
2015
Q2 | $111K | Buy |
1,671
+500
| +43% | +$33.2K | 0.09% | 43 |
|
|
2015
Q1 | $76K | Hold |
1,171
| – | – | 0.06% | 45 |
|
|
2014
Q4 | $69K | Buy |
+1,171
| New | +$69K | 0.07% | 45 |
|