Angeles Investment Advisors’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 |
-6,659
| Closed | -$361K | – | 218 |
|
|
2024
Q1 | $361K | Buy |
6,659
+1,018
| +18% | +$55.2K | 0.02% | 151 |
|
|
2023
Q4 | $289K | Buy |
5,641
+78
| +1% | +$4K | 0.02% | 153 |
|
|
2023
Q3 | $323K | Sell |
5,563
-221
| -4% | -$12.8K | 0.03% | 133 |
|
|
2023
Q2 | $370K | Buy |
5,784
+1,254
| +28% | +$80.2K | 0.03% | 95 |
|
|
2023
Q1 | $314K | Buy |
+4,530
| New | +$314K | 0.03% | 102 |
|
|
2022
Q1 | – | Sell |
-6,465
| Closed | -$403K | – | 138 |
|
|
2021
Q4 | $403K | Buy |
6,465
+558
| +9% | +$34.8K | 0.02% | 141 |
|
|
2021
Q3 | $350K | Buy |
5,907
+750
| +15% | +$44.4K | 0.02% | 142 |
|
|
2021
Q2 | $345K | Hold |
5,157
| – | – | 0.02% | 101 |
|
|
2021
Q1 | $326K | Hold |
5,157
| – | – | 0.03% | 87 |
|
|
2020
Q4 | $320K | Hold |
5,157
| – | – | 0.03% | 88 |
|
|
2020
Q3 | $311K | Hold |
5,157
| – | – | 0.04% | 84 |
|
|
2020
Q2 | $303K | Sell |
5,157
-781
| -13% | -$45.9K | 0.04% | 77 |
|
|
2020
Q1 | $366K | Buy |
5,938
+293
| +5% | +$18.1K | 0.1% | 65 |
|
|
2019
Q4 | $362K | Buy |
5,645
+62
| +1% | +$3.98K | 0.07% | 60 |
|
|
2019
Q3 | $283K | Buy |
+5,583
| New | +$283K | 0.06% | 59 |
|