Alaethes Wealth’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,263
| Closed | -$1.48M | – | 110 |
|
|
2024
Q1 | $1.48M | Buy |
27,263
+10,071
| +59% | +$546K | 0.65% | 64 |
|
|
2023
Q4 | $882K | Sell |
17,192
-615
| -3% | -$31.6K | 0.42% | 88 |
|
|
2023
Q3 | $1.03M | Buy |
17,807
+2,408
| +16% | +$140K | 0.57% | 75 |
|
|
2023
Q2 | $985K | Buy |
15,399
+600
| +4% | +$38.4K | 0.54% | 76 |
|
|
2023
Q1 | $1.03M | Buy |
14,799
+1,269
| +9% | +$88K | 0.6% | 71 |
|
|
2022
Q4 | $973K | Buy |
13,530
+733
| +6% | +$52.7K | 0.67% | 65 |
|
|
2022
Q3 | $910K | Buy |
+12,797
| New | +$910K | 0.67% | 64 |
|
|
2022
Q2 | – | Sell |
-24
| Closed | -$2K | – | 130 |
|
|
2022
Q1 | $2K | Sell |
24
-24
| -50% | -$2K | ﹤0.01% | 271 |
|
|
2021
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 242 |
|
|
2021
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 232 |
|
|
2021
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 226 |
|