Jess S. Morgan & Co’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 |
-53,024
| Closed | -$3.35M | – | 41 |
|
|
2021
Q1 | $3.35M | Buy |
53,024
+1,320
| +3% | +$83.3K | 2.35% | 27 |
|
|
2020
Q4 | $3.21M | Buy |
51,704
+10,960
| +27% | +$680K | 2.55% | 28 |
|
|
2020
Q3 | $2.46M | Buy |
40,744
+560
| +1% | +$33.8K | 2.45% | 28 |
|
|
2020
Q2 | $2.36M | Sell |
40,184
-5,217
| -11% | -$307K | 2.57% | 22 |
|
|
2020
Q1 | $2.53M | Buy |
45,401
+18,165
| +67% | +$1.01M | 3.29% | 13 |
|
|
2019
Q4 | $1.75M | Buy |
+27,236
| New | +$1.75M | 1.71% | 32 |
|