OAM
Optimal Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.54M | Buy |
76,711
+85
| +0.1% | +$5.03K | 0.57% | 46 |
|
|
2021
Q2 | $5.12M | Hold |
76,626
| – | – | 0.61% | 37 |
|
|
2021
Q1 | $4.84M | Buy |
76,626
+38,701
| +102% | +$2.44M | 0.63% | 37 |
|
|
2020
Q4 | $2.35M | Hold |
37,925
| – | – | 0.33% | 94 |
|
|
2020
Q3 | $2.29M | Buy |
37,925
+17,357
| +84% | +$1.05M | 0.33% | 97 |
|
|
2020
Q2 | $1.21M | Buy |
20,568
+4,002
| +24% | +$235K | 0.2% | 171 |
|
|
2020
Q1 | $923 | Buy |
16,566
+11,936
| +258% | +$665 | 0.09% | 296 |
|
|
2019
Q4 | $297K | Buy |
+4,630
| New | +$297K | 0.05% | 370 |
|