Ameliora Wealth Management’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 |
-32,144
| Closed | -$1.74M | – | 185 |
|
|
2024
Q1 | $1.74M | Buy |
32,144
+1,322
| +4% | +$71.7K | 0.79% | 40 |
|
|
2023
Q4 | $1.58M | Sell |
30,822
-9,632
| -24% | -$494K | 0.79% | 39 |
|
|
2023
Q3 | $2.35M | Sell |
40,454
-2,519
| -6% | -$146K | 1.39% | 27 |
|
|
2023
Q2 | $2.75M | Buy |
42,973
+11,431
| +36% | +$731K | 1.7% | 17 |
|
|
2023
Q1 | $2.19M | Sell |
31,542
-3,518
| -10% | -$244K | 1.28% | 26 |
|
|
2022
Q4 | $2.52M | Buy |
35,060
+9,200
| +36% | +$662K | 1.35% | 28 |
|
|
2022
Q3 | $1.79M | Buy |
25,860
+19,060
| +280% | +$1.32M | 0.97% | 31 |
|
|
2022
Q2 | $523K | Buy |
+6,800
| New | +$523K | 0.62% | 23 |
|