Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,792
| Closed | -$639K | – | 116 |
|
|
2021
Q3 | $639K | Sell |
10,792
-5,790
| -35% | -$343K | 0.14% | 93 |
|
|
2021
Q2 | $1.11M | Sell |
16,582
-40,799
| -71% | -$2.73M | 0.25% | 88 |
|
|
2021
Q1 | $3.62M | Buy |
57,381
+2,354
| +4% | +$149K | 0.9% | 48 |
|
|
2020
Q4 | $3.41M | Sell |
55,027
-712
| -1% | -$44.2K | 0.94% | 48 |
|
|
2020
Q3 | $3.36M | Sell |
55,739
-987
| -2% | -$59.5K | 1.05% | 37 |
|
|
2020
Q2 | $3.34M | Buy |
56,726
+1,862
| +3% | +$109K | 1.14% | 36 |
|
|
2020
Q1 | $3.06M | Buy |
54,864
+820
| +2% | +$45.7K | 1.19% | 33 |
|
|
2019
Q4 | $3.47M | Buy |
54,044
+4,800
| +10% | +$308K | 1.14% | 36 |
|
|
2019
Q3 | $2.5M | Buy |
49,244
+7,176
| +17% | +$364K | 0.91% | 56 |
|
|
2019
Q2 | $1.91M | Buy |
42,068
+4,587
| +12% | +$208K | 0.74% | 62 |
|
|
2019
Q1 | $1.79M | Buy |
+37,481
| New | +$1.79M | 0.73% | 64 |
|