Wunderlich Capital Managemnt’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
Q4 | – | Sell |
-12,205
| Closed | -$722K | – | 90 |
|
|
2021
Q3 | $722K | Buy |
+12,205
| New | +$722K | 0.35% | 72 |
|
|
2019
Q2 | – | Sell |
-31,301
| Closed | -$1.49M | – | 90 |
|
|
2019
Q1 | $1.49M | Buy |
31,301
+669
| +2% | +$31.9K | 1.04% | 55 |
|
|
2018
Q4 | $1.59M | Sell |
30,632
-102
| -0.3% | -$5.3K | 1.22% | 36 |
|
|
2018
Q3 | $1.91M | Sell |
30,734
-1,546
| -5% | -$96K | 1.35% | 27 |
|
|
2018
Q2 | $1.79M | Buy |
+32,280
| New | +$1.79M | 1.24% | 30 |
|
|
2016
Q3 | – | Sell |
-18,154
| Closed | -$1.34M | – | 96 |
|
|
2016
Q2 | $1.34M | Buy |
18,154
+418
| +2% | +$30.7K | 1.13% | 46 |
|
|
2016
Q1 | $1.13M | Buy |
17,736
+425
| +2% | +$27.2K | 0.97% | 63 |
|
|
2015
Q4 | $1.19M | Buy |
17,311
+1,711
| +11% | +$118K | 1.02% | 56 |
|
|
2015
Q3 | $924K | Buy |
+15,600
| New | +$924K | 0.85% | 65 |
|