Verus Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,331
| Closed | -$623K | – | 99 |
|
|
2020
Q3 | $623K | Buy |
+10,331
| New | +$623K | 0.23% | 76 |
|
|
2017
Q2 | – | Sell |
-3,788
| Closed | -$206K | – | 47 |
|
|
2017
Q1 | $206K | Buy |
+3,788
| New | +$206K | 0.08% | 51 |
|
|
2016
Q3 | – | Sell |
-2,961
| Closed | -$218K | – | 46 |
|
|
2016
Q2 | $218K | Buy |
+2,961
| New | +$218K | 0.1% | 40 |
|
|
2016
Q1 | – | Sell |
-3,095
| Closed | -$213K | – | 48 |
|
|
2015
Q4 | $213K | Buy |
+3,095
| New | +$213K | 0.1% | 45 |
|
|
2015
Q3 | – | Sell |
-3,093
| Closed | -$206K | – | 40 |
|
|
2015
Q2 | $206K | Sell |
3,093
-131
| -4% | -$8.73K | 0.1% | 41 |
|
|
2015
Q1 | $208K | Buy |
+3,224
| New | +$208K | 0.11% | 41 |
|