Cowen Prime Advisors’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
2023
Q2
$115K Sell
1,800
-300
-14% -$20.1K 0.04% 103
2023
Q1
$140K Hold
2,100
0.06% 95
2022
Q4
$151K Hold
2,100
0.06% 95
2022
Q3
$149K Hold
2,100
0.09% 80
2022
Q2
$162K Hold
2,100
0.09% 81
2022
Q1
$153K Hold
2,100
0.06% 89
2021
Q4
$131K Hold
2,100
0.04% 91
2021
Q3
$124K Hold
2,100
0.05% 91
2021
Q2
$140K Hold
2,100
0.05% 89
2021
Q1
$133K Hold
2,100
0.05% 93
2020
Q4
$130K Hold
2,100
0.06% 86
2020
Q3
$127K Hold
2,100
0.06% 86
2020
Q2
$162K Hold
2,100
0.09% 81
2020
Q1
$117K Hold
2,100
0.07% 83
2019
Q4
$135K Hold
2,100
0.06% 83
2019
Q3
$106K Hold
2,100
0.05% 89
2019
Q2
$95K Hold
2,100
0.05% 96
2019
Q1
$100K Hold
2,100
0.05% 93
2018
Q4
$109K Hold
2,100
0.07% 88
2018
Q3
$130K Hold
2,100
0.06% 99
2018
Q2
$116K Sell
2,100
-6,000
-74% -$324K 0.06% 101
2018
Q1
$512K Hold
8,100
0.28% 57
2017
Q4
$496K Sell
8,100
-1,000
-11% -$62.5K 0.24% 61
2017
Q3
$580K Hold
9,100
0.28% 56
2017
Q2
$507K Hold
9,100
0.23% 58
2017
Q1
$495K Buy
9,100
+700
+8% +$38.4K 0.25% 57
2016
Q4
$491K Hold
8,400
0.26% 55
2016
Q3
$453K Sell
8,400
-1,500
-15% -$96.4K 0.21% 82
2016
Q2
$728K Buy
9,900
+1,100
+13% +$77.7K 0.35% 55
2016
Q1
$562K Sell
8,800
-200
-2% -$12.6K 0.26% 62
2015
Q4
$619K Hold
9,000
0.27% 62
2015
Q3
$533K Sell
9,000
-1,500
-14% -$95.2K 0.25% 62
2015
Q2
$699K Sell
10,500
-176
-2% -$11.6K 0.27% 55
2015
Q1
$689K Buy
10,676
+1,500
+16% +$93.9K 0.28% 54
2014
Q4
$542K Hold
9,176
0.21% 61
2014
Q3
$470K Buy
9,176
+1
+0% +$50 0.21% 61
2014
Q2
$445K Sell
9,175
-1,000
-10% -$49.3K 0.17% 57
2014
Q1
$529K Buy
10,175
+675
+7% +$35.9K 0.2% 55
2013
Q4
$505K Hold
9,500
0.19% 57
2013
Q3
$440K Buy
9,500
+1,000
+12% +$43.9K 0.17% 70
2013
Q2
$381K Buy
+8,500
New +$369K 0.16% 72

Other funds holding BMY

Cowen Prime Advisors's BMY Position: Q2 2023 in Review

Cowen Prime Advisors reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2023, selling an estimated $20.1K and leaving 1,800 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #103.

Cowen Prime Advisors first reported a position in BMY in Q2 2013 and has held it in 41 quarters since. The position peaked at $728K in Q2 2016. 2,481 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

  • Cowen Prime Advisors held 1,800 shares of Bristol-Myers Squibb worth $115K as of Q2 2023.
  • Cowen Prime Advisors sold 300 Bristol-Myers Squibb shares in Q2 2023, an estimated $20.1K.
  • Bristol-Myers Squibb made up 0.04% of Cowen Prime Advisors's portfolio in Q2 2023, its #103 holding.
  • Cowen Prime Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 41 quarters since.
  • Cowen Prime Advisors's Bristol-Myers Squibb position peaked at $728K in Q2 2016.
  • 2,481 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.