Kings Point Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Kings Point Capital Management’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$313K	Hold	4,280	–	–	0.03%	161
2021 Q4	$267K	Hold	4,280	–	–	0.02%	192
2021 Q3	$253K	Buy	4,280 +200	+5%	+$11.8K	0.02%	180
2021 Q2	$273K	Hold	4,080	–	–	0.02%	178
2021 Q1	$258K	Sell	4,080 -98	-2%	-$6.2K	0.03%	169
2020 Q4	$259K	Hold	4,178	–	–	0.03%	165
2020 Q3	$252K	Buy	4,178 +308	+8%	+$18.6K	0.03%	153
2020 Q2	$228K	Sell	3,870 -400	-9%	-$23.6K	0.03%	153
2020 Q1	$238K	Sell	4,270 -1,263	-23%	-$70.4K	0.04%	145
2019 Q4	$355K	Sell	5,533 -430	-7%	-$27.6K	0.05%	140
2019 Q3	$302K	Buy	5,963 +1,358	+29%	+$68.8K	0.05%	144
2019 Q2	$209K	Buy	4,605 +1,636	+55%	+$74.3K	0.04%	142
2019 Q1	$142K	Hold	2,969	–	–	0.03%	148
2018 Q4	$154K	Hold	2,969	–	–	0.03%	137
2018 Q3	$184K	Hold	2,969	–	–	0.03%	149
2018 Q2	$164K	Hold	2,969	–	–	0.03%	156
2018 Q1	$188K	Hold	2,969	–	–	0.04%	147
2017 Q4	$182K	Sell	2,969 -206	-6%	-$12.6K	0.04%	152
2017 Q3	$202K	Buy	3,175 +450	+17%	+$28.6K	0.05%	141
2017 Q2	$152K	Hold	2,725	–	–	0.04%	155
2017 Q1	$148K	Sell	2,725 -67,533	-96%	-$3.67M	0.03%	151
2016 Q4	$4.11M	Buy	70,258 +63,683	+969%	+$3.72M	1.01%	36
2016 Q3	$355K	Hold	6,575	–	–	0.09%	94
2016 Q2	$484K	Hold	6,575	–	–	0.12%	85
2016 Q1	$420K	Sell	6,575 -123	-2%	-$7.86K	0.11%	86
2015 Q4	$461K	Sell	6,698 -27	-0.4%	-$1.86K	0.11%	88
2015 Q3	$398K	Buy	6,725 +1,700	+34%	+$101K	0.1%	97
2015 Q2	$334K	Hold	5,025	–	–	0.08%	107
2015 Q1	$324K	Sell	5,025 -506	-9%	-$32.6K	0.08%	107
2014 Q4	$326K	Buy	5,531 +506	+10%	+$29.8K	0.09%	95
2014 Q3	$257K	Hold	5,025	–	–	0.08%	99
2014 Q2	$244K	Hold	5,025	–	–	0.07%	99
2014 Q1	$261K	Buy	5,025 +325	+7%	+$16.9K	0.09%	92
2013 Q4	$250K	Hold	4,700	–	–	0.09%	88
2013 Q3	$218K	Buy	4,700 +500	+12%	+$23.2K	0.08%	91
2013 Q2	$188K	Buy	+4,200	New	+$188K	0.08%	104