Andesa Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $222K | Buy |
+3,812
| New | +$222K | 0.11% | 117 |
|
2022
Q4 | – | Sell |
-3,451
| Closed | -$245K | – | 143 |
|
2022
Q3 | $245K | Buy |
+3,451
| New | +$245K | 0.09% | 133 |
|
2021
Q3 | – | Sell |
-60,821
| Closed | -$4.06M | – | 141 |
|
2021
Q2 | $4.06M | Buy |
60,821
+54,456
| +856% | +$3.63M | 1.22% | 30 |
|
2021
Q1 | $402K | Buy |
+6,365
| New | +$402K | 0.13% | 102 |
|