ARS Wealth Advisors Group’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 |
-5,564
| Closed | -$302K | – | 167 |
|
|
2024
Q1 | $302K | Sell |
5,564
-2,635
| -32% | -$143K | 0.04% | 125 |
|
|
2023
Q4 | $421K | Sell |
8,199
-103,371
| -93% | -$5.3M | 0.06% | 101 |
|
|
2023
Q3 | $6.48M | Sell |
111,570
-1,421
| -1% | -$82.5K | 1.06% | 36 |
|
|
2023
Q2 | $7.23M | Sell |
112,991
-26
| -0% | -$1.66K | 1.15% | 35 |
|
|
2023
Q1 | $7.83M | Sell |
113,017
-1,476
| -1% | -$102K | 1.44% | 29 |
|
|
2022
Q4 | $8.24M | Sell |
114,493
-3,297
| -3% | -$237K | 1.36% | 31 |
|
|
2022
Q3 | $8.37M | Buy |
117,790
+4,668
| +4% | +$332K | 1.28% | 30 |
|
|
2022
Q2 | $8.71M | Buy |
113,122
+108,756
| +2,491% | +$8.37M | 1.2% | 31 |
|
|
2022
Q1 | $319K | Sell |
4,366
-39
| -0.9% | -$2.85K | 0.06% | 98 |
|
|
2021
Q4 | $275K | Sell |
4,405
-999
| -18% | -$62.4K | 0.05% | 111 |
|
|
2021
Q3 | $320K | Buy |
+5,404
| New | +$320K | 0.06% | 102 |
|