Fernwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$27.1K | – | 253 |
|
|
2024
Q1 | $27.1K | Buy |
+500
| New | +$27.1K | 0.01% | 414 |
|
|
2021
Q1 | – | Sell |
-12,980
| Closed | -$805K | – | 193 |
|
|
2020
Q4 | $805K | Buy |
12,980
+1
| +0% | +$62 | 0.32% | 87 |
|
|
2020
Q3 | $782K | Sell |
12,979
-98
| -0.7% | -$5.91K | 0.37% | 79 |
|
|
2020
Q2 | $769K | Buy |
13,077
+1
| +0% | +$59 | 0.38% | 78 |
|
|
2020
Q1 | $729K | Buy |
+13,076
| New | +$729K | 0.47% | 64 |
|