LBA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $125K | Hold |
2,300
| – | – | 0.07% | 130 |
|
|
2016
Q4 | $134K | Hold |
2,300
| – | – | 0.07% | 122 |
|
|
2016
Q3 | $124K | Hold |
2,300
| – | – | 0.07% | 136 |
|
|
2016
Q2 | $169K | Hold |
2,300
| – | – | 0.09% | 115 |
|
|
2016
Q1 | $147K | Hold |
2,300
| – | – | 0.09% | 121 |
|
|
2015
Q4 | $158K | Buy |
2,300
+1,600
| +229% | +$110K | 0.09% | 131 |
|
|
2015
Q3 | $41K | Sell |
700
-1,000
| -59% | -$58.6K | 0.03% | 186 |
|
|
2015
Q2 | $113K | Hold |
1,700
| – | – | 0.07% | 126 |
|
|
2015
Q1 | $110K | Hold |
1,700
| – | – | 0.07% | 130 |
|
|
2014
Q4 | $100K | Hold |
1,700
| – | – | 0.07% | 138 |
|
|
2014
Q3 | $87K | Hold |
1,700
| – | – | 0.06% | 144 |
|
|
2014
Q2 | $82K | Hold |
1,700
| – | – | 0.07% | 146 |
|
|
2014
Q1 | $88K | Hold |
1,700
| – | – | 0.07% | 138 |
|
|
2013
Q4 | $90K | Buy |
+1,700
| New | +$90K | 0.07% | 134 |
|