Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,542
| Closed | -$741K | – | 129 |
|
|
2019
Q4 | $741K | Buy |
+11,542
| New | +$741K | 0.1% | 85 |
|
|
2017
Q1 | – | Sell |
-6,082
| Closed | -$355K | – | 138 |
|
|
2016
Q4 | $355K | Buy |
+6,082
| New | +$355K | 0.07% | 103 |
|
|
2016
Q3 | – | Sell |
-3,375
| Closed | -$248K | – | 131 |
|
|
2016
Q2 | $248K | Hold |
3,375
| – | – | 0.06% | 118 |
|
|
2016
Q1 | $216K | Sell |
3,375
-225
| -6% | -$14.4K | 0.05% | 119 |
|
|
2015
Q4 | $248K | Buy |
+3,600
| New | +$248K | 0.06% | 108 |
|