Parasol Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $5K | Sell |
100
-3,750
| -97% | -$188K | 0.01% | 89 |
|
|
2016
Q4 | $225K | Buy |
3,850
+480
| +14% | +$28.1K | 0.24% | 57 |
|
|
2016
Q3 | $182K | Hold |
3,370
| – | – | 0.19% | 66 |
|
|
2016
Q2 | $248K | Hold |
3,370
| – | – | 0.26% | 55 |
|
|
2016
Q1 | $215K | Buy |
3,370
+185
| +6% | +$11.8K | 0.21% | 53 |
|
|
2015
Q4 | $219K | Hold |
3,185
| – | – | 0.21% | 49 |
|
|
2015
Q3 | $189K | Hold |
3,185
| – | – | 0.17% | 54 |
|
|
2015
Q2 | $212K | Hold |
3,185
| – | – | 0.14% | 60 |
|
|
2015
Q1 | $205K | Hold |
3,185
| – | – | 0.13% | 59 |
|
|
2014
Q4 | $188K | Hold |
3,185
| – | – | 0.13% | 63 |
|
|
2014
Q3 | $163K | Buy |
3,185
+185
| +6% | +$9.47K | 0.11% | 60 |
|
|
2014
Q2 | $146K | Buy |
+3,000
| New | +$146K | 0.1% | 62 |
|