Hotaling 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.29M | Buy |
45,763
+26,399
| +136% | +$1.9M | 1.49% | 21 |
|
|
2022
Q3 | $1.38M | Sell |
19,364
-64
| -0.3% | -$4.55K | 0.66% | 50 |
|
|
2022
Q2 | $1.5M | Buy |
19,428
+64
| +0.3% | +$4.93K | 0.65% | 52 |
|
|
2022
Q1 | $1.41M | Hold |
19,364
| – | – | 0.54% | 54 |
|
|
2021
Q4 | $1.21M | Buy |
19,364
+2,400
| +14% | +$150K | 0.42% | 66 |
|
|
2021
Q3 | $1M | Sell |
16,964
-147
| -0.9% | -$8.7K | 0.42% | 69 |
|
|
2021
Q2 | $1.14M | Hold |
17,111
| – | – | 0.46% | 68 |
|
|
2021
Q1 | $1.08M | Buy |
17,111
+280
| +2% | +$17.7K | 0.48% | 64 |
|
|
2020
Q4 | $1.04M | Hold |
16,831
| – | – | 0.49% | 62 |
|
|
2020
Q3 | $1.02M | Sell |
16,831
-1,270
| -7% | -$76.6K | 0.55% | 59 |
|
|
2020
Q2 | $1.06M | Buy |
18,101
+1,080
| +6% | +$63.5K | 0.61% | 57 |
|
|
2020
Q1 | $949K | Hold |
17,021
| – | – | 0.71% | 48 |
|
|
2019
Q4 | $1.09M | Hold |
17,021
| – | – | 0.63% | 58 |
|
|
2019
Q3 | $863K | Hold |
17,021
| – | – | 0.55% | 60 |
|
|
2019
Q2 | $772K | Sell |
17,021
-133
| -0.8% | -$6.03K | 0.5% | 69 |
|
|
2019
Q1 | $818K | Hold |
17,154
| – | – | 0.55% | 64 |
|
|
2018
Q4 | $892K | Buy |
+17,154
| New | +$892K | 0.73% | 53 |
|