Fusion Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,455
| Closed | -$92K | – | 44 |
|
|
2021
Q1 | $92K | Hold |
1,455
| – | – | 0.01% | 40 |
|
|
2020
Q4 | $90K | Hold |
1,455
| – | – | 0.02% | 39 |
|
|
2020
Q3 | $88K | Hold |
1,455
| – | – | 0.02% | 41 |
|
|
2020
Q2 | $86K | Hold |
1,455
| – | – | 0.02% | 40 |
|
|
2020
Q1 | $81K | Hold |
1,455
| – | – | 0.02% | 43 |
|
|
2019
Q4 | $93K | Buy |
1,455
+685
| +89% | +$43.8K | 0.02% | 49 |
|
|
2019
Q3 | $39K | Sell |
770
-505
| -40% | -$25.6K | 0.01% | 69 |
|
|
2019
Q2 | $58K | Buy |
1,275
+505
| +66% | +$23K | 0.01% | 72 |
|
|
2019
Q1 | $37K | Sell |
770
-505
| -40% | -$24.3K | 0.01% | 73 |
|
|
2018
Q4 | $66K | Hold |
1,275
| – | – | 0.02% | 99 |
|
|
2018
Q3 | $79K | Hold |
1,275
| – | – | 0.02% | 95 |
|
|
2018
Q2 | $71K | Hold |
1,275
| – | – | 0.02% | 108 |
|
|
2018
Q1 | $81K | Hold |
1,275
| – | – | 0.03% | 89 |
|
|
2017
Q4 | $78K | Buy |
1,275
+505
| +66% | +$30.9K | 0.02% | 107 |
|
|
2017
Q3 | $49K | Sell |
770
-178
| -19% | -$11.3K | 0.02% | 89 |
|
|
2017
Q2 | $53K | Hold |
948
| – | – | 0.02% | 121 |
|
|
2017
Q1 | $52K | Buy |
948
+45
| +5% | +$2.47K | 0.02% | 118 |
|
|
2016
Q4 | $51K | Buy |
+903
| New | +$51K | 0.03% | 121 |
|