Peachtree Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,150
| Closed | -$379K | – | 85 |
|
|
2016
Q2 | $379K | Hold |
5,150
| – | – | 0.39% | 62 |
|
|
2016
Q1 | $329K | Hold |
5,150
| – | – | 0.33% | 76 |
|
|
2015
Q4 | $354K | Hold |
5,150
| – | – | 0.37% | 66 |
|
|
2015
Q3 | $305K | Hold |
5,150
| – | – | 0.32% | 83 |
|
|
2015
Q2 | $343K | Hold |
5,150
| – | – | 0.26% | 99 |
|
|
2015
Q1 | $332K | Buy |
5,150
+920
| +22% | +$59.3K | 0.24% | 98 |
|
|
2014
Q4 | $250K | Sell |
4,230
-1,624
| -28% | -$96K | 0.17% | 126 |
|
|
2014
Q3 | $300K | Sell |
5,854
-1,375
| -19% | -$70.5K | 0.2% | 112 |
|
|
2014
Q2 | $351K | Hold |
7,229
| – | – | 0.23% | 101 |
|
|
2014
Q1 | $376K | Hold |
7,229
| – | – | 0.26% | 95 |
|
|
2013
Q4 | $384K | Buy |
+7,229
| New | +$384K | 0.26% | 94 |
|