Nelson Capital Management’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
2019 Q4	–	Sell	-3,028	Closed	-$154K	–	123
2019 Q3	$154K	Buy	3,028 +710	+31%	+$33.4K	0.04%	101
2019 Q2	$105K	Sell	2,318 -30	-1%	-$1.4K	0.02%	113
2019 Q1	$112K	Sell	2,348 -84,237	-97%	-$4.2M	0.03%	102
2018 Q4	$4.5M	Sell	86,585 -4,340	-5%	-$233K	1.25%	33
2018 Q3	$5.64M	Buy	90,925 +1,680	+2%	+$99.7K	1.3%	36
2018 Q2	$4.94M	Buy	89,245 +2,347	+3%	+$127K	1.27%	39
2018 Q1	$5.5M	Sell	86,898 -360	-0.4%	-$23.2K	1.42%	30
2017 Q4	$5.35M	Sell	87,258 -67	-0.1%	-$4.19K	1.67%	32
2017 Q3	$5.57M	Buy	87,325 +585	+0.7%	+$34.2K	1.83%	25
2017 Q2	$4.83M	Buy	86,740 +84,340	+3,514%	+$4.59M	1.64%	30
2017 Q1	$131K	Hold	2,400	–	–	0.04%	98
2016 Q4	$140K	Hold	2,400	–	–	0.05%	91
2016 Q3	$129K	Buy	2,400 +1,360	+131%	+$87.4K	0.05%	94
2016 Q2	$76K	Hold	1,040	–	–	0.03%	100
2016 Q1	$66K	Hold	1,040	–	–	0.02%	101
2015 Q4	$72K	Hold	1,040	–	–	0.03%	96
2015 Q3	$62K	Sell	1,040 -40	-4%	-$2.54K	0.02%	102
2015 Q2	$72K	Buy	+1,080	New	+$71.2K	0.03%	103
2015 Q1	–	Sell	-1,117	Closed	-$66K	–	274
2014 Q4	$66K	Sell	1,117 -456	-29%	-$25.7K	0.02%	113
2014 Q3	$81K	Buy	1,573 +793	+102%	+$39.6K	0.03%	105
2014 Q2	$38K	Buy	780 +520	+200%	+$25.6K	0.02%	134
2014 Q1	$13K	Buy	+260	New	+$13.8K	0.01%	183