Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-662
| Closed | -$44K | – | 106 |
|
|
2021
Q2 | $44K | Hold |
662
| – | – | 0.01% | 157 |
|
|
2021
Q1 | $42K | Buy |
662
+201
| +44% | +$12.8K | 0.01% | 156 |
|
|
2020
Q4 | $29K | Buy |
+461
| New | +$29K | 0.01% | 163 |
|
|
2020
Q3 | – | Sell |
-461
| Closed | -$27K | – | 94 |
|
|
2020
Q2 | $27K | Buy |
+461
| New | +$27K | 0.01% | 157 |
|
|
2019
Q1 | – | Sell |
-461
| Closed | -$24K | – | 94 |
|
|
2018
Q4 | $24K | Hold |
461
| – | – | 0.02% | 124 |
|
|
2018
Q3 | $29K | Hold |
461
| – | – | 0.02% | 123 |
|
|
2018
Q2 | $26K | Hold |
461
| – | – | 0.02% | 128 |
|
|
2018
Q1 | $29K | Hold |
461
| – | – | 0.02% | 121 |
|
|
2017
Q4 | $28K | Hold |
461
| – | – | 0.02% | 130 |
|
|
2017
Q3 | $29K | Hold |
461
| – | – | 0.02% | 115 |
|
|
2017
Q2 | $26K | Hold |
461
| – | – | 0.02% | 122 |
|
|
2017
Q1 | $25K | Hold |
461
| – | – | 0.02% | 114 |
|
|
2016
Q4 | $27K | Buy |
+461
| New | +$27K | 0.02% | 110 |
|