KMS Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$2.33M Buy
45,474
+4,706
+12% +$241K 0.33% 71
2014
Q2
$1.98M Sell
40,768
-134
-0.3% -$6.5K 0.28% 88
2014
Q1
$2.13M Buy
40,902
+6,067
+17% +$315K 0.34% 68
2013
Q4
$1.85M Buy
34,835
+23,281
+201% +$1.24M 0.31% 72
2013
Q3
$535K Sell
11,554
-1,113
-9% -$51.5K 0.13% 188
2013
Q2
$566K Buy
+12,667
New +$566K 0.16% 158