Karp Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-51,455
| Closed | -$3.19M | – | 134 |
|
2020
Q4 | $3.19M | Buy |
51,455
+2,462
| +5% | +$153K | 0.66% | 57 |
|
2020
Q3 | $2.95M | Buy |
48,993
+5,571
| +13% | +$336K | 0.72% | 52 |
|
2020
Q2 | $2.55M | Buy |
43,422
+1,927
| +5% | +$113K | 0.71% | 53 |
|
2020
Q1 | $2.31M | Buy |
41,495
+2,285
| +6% | +$127K | 0.76% | 48 |
|
2019
Q4 | $2.52M | Buy |
+39,210
| New | +$2.52M | 0.66% | 58 |
|
2015
Q4 | – | Sell |
-4,939
| Closed | -$292K | – | 120 |
|
2015
Q3 | $292K | Buy |
4,939
+4,839
| +4,839% | +$286K | 0.2% | 76 |
|
2015
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 312 |
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 299 |
|
2014
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 296 |
|