Elm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $306K | Hold |
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|
2021
Q1 | $289K | Hold |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $398K | Sell |
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|
2020
Q2 | $468K | Hold |
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|
2020
Q1 | $444K | Hold |
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|
2019
Q4 | $511K | Buy |
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|
2019
Q3 | $373K | Hold |
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|
2019
Q2 | $334K | Buy |
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|
2019
Q1 | $332K | Buy |
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|
2018
Q4 | $332K | Sell |
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|
2018
Q3 | $420K | Buy |
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|
2018
Q2 | $354K | Hold |
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $403K | Sell |
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|
2017
Q3 | $440K | Sell |
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|
2017
Q2 | $397K | Hold |
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|
2017
Q1 | $387K | Hold |
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|
2016
Q4 | $416K | Hold |
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|
2016
Q3 | $384K | Hold |
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|
2016
Q2 | $523K | Hold |
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|
2016
Q1 | $455K | Hold |
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|
2015
Q4 | $490K | Sell |
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|
2015
Q3 | $430K | Hold |
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|
2015
Q2 | $483K | Buy |
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|
2015
Q1 | $455K | Sell |
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|
2014
Q4 | $423K | Hold |
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|
2014
Q3 | $367K | Hold |
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|
2014
Q2 | $347K | Sell |
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|
2014
Q1 | $382K | Sell |
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|
2013
Q4 | $403K | Buy |
|