Vontobel Swiss Wealth 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
Q2 | $8.11M | Buy |
123,928
+5,582
| +5% | +$365K | 4.17% | 6 |
|
|
2021
Q1 | $7.47M | Buy |
118,346
+26,183
| +28% | +$1.65M | 4.17% | 6 |
|
|
2020
Q4 | $5.72M | Sell |
92,163
-394
| -0.4% | -$24.4K | 3.25% | 16 |
|
|
2020
Q3 | $5.43M | Buy |
92,557
+4,720
| +5% | +$277K | 3.79% | 12 |
|
|
2020
Q2 | $5.17M | Buy |
87,837
+10,494
| +14% | +$617K | 3.39% | 10 |
|
|
2020
Q1 | $4.31M | Sell |
77,343
-211
| -0.3% | -$11.8K | 3.28% | 8 |
|
|
2019
Q4 | $4.98M | Buy |
77,554
+10,140
| +15% | +$651K | 3.25% | 4 |
|
|
2019
Q3 | $3.42M | Sell |
67,414
-6,471
| -9% | -$328K | 2.2% | 12 |
|
|
2019
Q2 | $3.35M | Buy |
+73,885
| New | +$3.35M | 1.8% | 22 |
|