Lenox Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $189K | Buy |
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|
2021
Q3 | $175K | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | $67K | Sell |
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|
2020
Q4 | $68K | Buy |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $59K | Sell |
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|
2020
Q1 | $61K | Sell |
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|
2019
Q4 | $70K | Buy |
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|
2019
Q3 | $32K | Buy |
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|
2019
Q2 | $4K | Sell |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $216K | Buy |
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|
2017
Q3 | $0 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $58K | Hold |
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|
2016
Q3 | $54K | Hold |
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|
2016
Q2 | $74K | Hold |
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|
2016
Q1 | $64K | Sell |
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|
2015
Q4 | $103K | Hold |
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|
2015
Q3 | $89K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $65K | Hold |
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|
2014
Q4 | $59K | Hold |
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|
2014
Q3 | $51K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $56K | Buy |
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