Altus Wealth Group’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,076
| Closed | -$213K | – | 137 |
|
|
2023
Q1 | $213K | Hold |
3,076
| – | – | 0.14% | 121 |
|
|
2022
Q4 | $221K | Buy |
+3,076
| New | +$221K | 0.17% | 118 |
|
|
2022
Q2 | – | Sell |
-3,076
| Closed | -$225K | – | 111 |
|
|
2022
Q1 | $225K | Buy |
+3,076
| New | +$225K | 0.18% | 102 |
|
|
2021
Q3 | – | Sell |
-3,075
| Closed | -$205K | – | 110 |
|
|
2021
Q2 | $205K | Sell |
3,075
-192
| -6% | -$12.8K | 0.2% | 108 |
|
|
2021
Q1 | $209K | Sell |
3,267
-17
| -0.5% | -$1.09K | 0.21% | 98 |
|
|
2020
Q4 | $204K | Buy |
+3,284
| New | +$204K | 0.2% | 93 |
|