CSat Investment Advisory’s Bristol-Myers Squibb BMY Stock Holding History

CSat Investment Advisory’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$5K	Buy	86 +28	+48%	+$1.74K	﹤0.01%	489
2020 Q4	$4K	Sell	58 -14,714	-100%	-$905K	﹤0.01%	489
2020 Q3	$891K	Sell	14,772 -2,713	-16%	-$163K	0.08%	115
2020 Q2	$1.03M	Buy	17,485 +3,278	+23%	+$196K	0.12%	86
2020 Q1	$792K	Buy	14,207 +1,919	+16%	+$117K	0.17%	85
2019 Q4	$789K	Buy	12,288 +3,125	+34%	+$179K	0.21%	96
2019 Q3	$465K	Buy	9,163 +2,292	+33%	+$108K	0.15%	136
2019 Q2	$311K	Buy	6,871 +3,166	+85%	+$147K	0.11%	145
2019 Q1	$177K	Buy	3,705 +1,570	+74%	+$78.2K	0.09%	131
2018 Q4	$111K	Buy	2,135 +255	+14%	+$13.7K	0.07%	137
2018 Q3	$117K	Sell	1,880 -160	-8%	-$9.49K	0.07%	129
2018 Q2	$113K	Buy	+2,040	New	+$110K	0.06%	141

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSat Investment Advisory's BMY Position: Q1 2021 in Review

CSat Investment Advisory increased its Bristol-Myers Squibb (BMY) stake by 48% in Q1 2021, buying an estimated $1.74K and bringing the position to 86 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

CSat Investment Advisory first reported a position in BMY in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2020. 2,369 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

CSat Investment Advisory held 86 shares of Bristol-Myers Squibb worth $5K as of Q1 2021.
CSat Investment Advisory bought 28 Bristol-Myers Squibb shares in Q1 2021, an estimated $1.74K.
Bristol-Myers Squibb made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #489 holding.
CSat Investment Advisory first reported a position in Bristol-Myers Squibb in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Bristol-Myers Squibb position peaked at $1.03M in Q2 2020.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.