Huber Financial Advisors’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 | $649K | Hold |
11,644
| – | – | 0.24% | 52 |
|
|
2019
Q4 | $747K | Buy |
11,644
+3,000
| +35% | +$192K | 0.26% | 52 |
|
|
2019
Q3 | $438K | Hold |
8,644
| – | – | 0.17% | 69 |
|
|
2019
Q2 | $392K | Sell |
8,644
-411
| -5% | -$18.6K | 0.17% | 72 |
|
|
2019
Q1 | $432K | Buy |
9,055
+2,406
| +36% | +$115K | 0.21% | 67 |
|
|
2018
Q4 | $346K | Hold |
6,649
| – | – | 0.19% | 66 |
|
|
2018
Q3 | $413K | Hold |
6,649
| – | – | 0.32% | 55 |
|
|
2018
Q2 | $367K | Hold |
6,649
| – | – | 0.33% | 58 |
|
|
2018
Q1 | $421K | Buy |
+6,649
| New | +$421K | 0.41% | 43 |
|