Marquette Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-185
| Closed | -$10.7K | – | 212 |
|
|
2023
Q3 | $10.7K | Hold |
185
| – | – | ﹤0.01% | 213 |
|
|
2023
Q2 | $11.8K | Buy |
+185
| New | +$11.8K | ﹤0.01% | 220 |
|
|
2016
Q3 | – | Sell |
-3,100
| Closed | -$228K | – | 80 |
|
|
2016
Q2 | $228K | Buy |
+3,100
| New | +$228K | 0.1% | 71 |
|
|
2016
Q1 | – | Sell |
-3,100
| Closed | -$213K | – | 84 |
|
|
2015
Q4 | $213K | Buy |
+3,100
| New | +$213K | 0.09% | 83 |
|
|
2015
Q3 | – | Sell |
-3,300
| Closed | -$220K | – | 85 |
|
|
2015
Q2 | $220K | Hold |
3,300
| – | – | 0.09% | 83 |
|
|
2015
Q1 | $213K | Buy |
+3,300
| New | +$213K | 0.08% | 85 |
|