WIM
Wilen Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $891K | Hold |
12,638
| – | – | 0.91% | 25 |
|
|
2022
Q2 | $967K | Hold |
12,638
| – | – | 0.84% | 24 |
|
|
2022
Q1 | $916K | Sell |
12,638
-100
| -0.8% | -$7.25K | 0.69% | 30 |
|
|
2021
Q4 | $790K | Sell |
12,738
-100
| -0.8% | -$6.2K | 0.6% | 31 |
|
|
2021
Q3 | $754K | Hold |
12,838
| – | – | 0.62% | 30 |
|
|
2021
Q2 | $854K | Buy |
12,838
+4,400
| +52% | +$293K | 0.73% | 30 |
|
|
2021
Q1 | $529K | Hold |
8,438
| – | – | 0.47% | 35 |
|
|
2020
Q4 | $519K | Buy |
8,438
+1,500
| +22% | +$92.3K | 0.52% | 34 |
|
|
2020
Q3 | $437K | Buy |
+6,938
| New | +$437K | 0.48% | 37 |
|