Annapolis Financial Services’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
Q3 | $6.37K | Buy |
123
+17
| +16% | +$880 | ﹤0.01% | 309 |
|
|
2024
Q2 | $4.4K | Hold |
106
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $5.75K | Sell |
106
-80
| -43% | -$4.34K | ﹤0.01% | 304 |
|
|
2023
Q4 | $9.54K | Sell |
186
-2,900
| -94% | -$149K | ﹤0.01% | 355 |
|
|
2023
Q3 | $179K | Hold |
3,086
| – | – | 0.05% | 113 |
|
|
2023
Q2 | $197K | Hold |
3,086
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $214K | Hold |
3,086
| – | – | 0.06% | 106 |
|
|
2022
Q4 | $222K | Sell |
3,086
-110
| -3% | -$7.92K | 0.07% | 107 |
|
|
2022
Q3 | $227K | Buy |
3,196
+106
| +3% | +$7.53K | 0.08% | 102 |
|
|
2022
Q2 | $238K | Sell |
3,090
-132
| -4% | -$10.2K | 0.09% | 97 |
|
|
2022
Q1 | $235K | Hold |
3,222
| – | – | 0.08% | 98 |
|
|
2021
Q4 | $201K | Buy |
3,222
+56
| +2% | +$3.49K | 0.06% | 108 |
|
|
2021
Q3 | $187K | Hold |
3,166
| – | – | 0.06% | 106 |
|
|
2021
Q2 | $212K | Sell |
3,166
-326
| -9% | -$21.8K | 0.07% | 100 |
|
|
2021
Q1 | $220K | Buy |
3,492
+1,600
| +85% | +$101K | 0.08% | 89 |
|
|
2020
Q4 | $117K | Buy |
+1,892
| New | +$117K | 0.05% | 107 |
|