Wilson Kemp & Associates’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,650
| Closed | -$323K | – | 31 |
|
|
2014
Q2 | $323K | Sell |
6,650
-10,010
| -60% | -$486K | 1.16% | 37 |
|
|
2014
Q1 | $865K | Sell |
16,660
-2,759
| -14% | -$143K | 2.25% | 13 |
|
|
2013
Q4 | $1.03M | Sell |
19,419
-8,741
| -31% | -$465K | 1.98% | 17 |
|
|
2013
Q3 | $1.3M | Sell |
28,160
-21,845
| -44% | -$1.01M | 2.87% | 10 |
|
|
2013
Q2 | $2.24M | Buy |
+50,005
| New | +$2.24M | 2.14% | 13 |
|