Abacus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,764
| Closed | -$213K | – | 77 |
|
|
2022
Q2 | $213K | Buy |
+2,764
| New | +$213K | 0.11% | 71 |
|
|
2022
Q1 | – | Sell |
-3,511
| Closed | -$219K | – | 98 |
|
|
2021
Q4 | $219K | Sell |
3,511
-388
| -10% | -$24.2K | 0.08% | 108 |
|
|
2021
Q3 | $231K | Buy |
3,899
+287
| +8% | +$17K | 0.09% | 98 |
|
|
2021
Q2 | $241K | Buy |
3,612
+213
| +6% | +$14.2K | 0.09% | 95 |
|
|
2021
Q1 | $215K | Buy |
+3,399
| New | +$215K | 0.15% | 102 |
|