American Trust’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
Q3 | – | Sell |
-7,337
| Closed | -$469K | – | 298 |
|
|
2023
Q2 | $469K | Sell |
7,337
-251
| -3% | -$16.1K | 0.03% | 229 |
|
|
2023
Q1 | $526K | Buy |
7,588
+35
| +0.5% | +$2.43K | 0.04% | 203 |
|
|
2022
Q4 | $543K | Sell |
7,553
-126
| -2% | -$9.07K | 0.05% | 201 |
|
|
2022
Q3 | $546K | Sell |
7,679
-230
| -3% | -$16.4K | 0.05% | 181 |
|
|
2022
Q2 | $609K | Buy |
7,909
+2,880
| +57% | +$222K | 0.05% | 188 |
|
|
2022
Q1 | $368K | Buy |
+5,029
| New | +$368K | 0.02% | 305 |
|