Artemis Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7
| Closed | -$504 | – | 71 |
|
|
2022
Q4 | $504 | Hold |
7
| – | – | ﹤0.01% | 80 |
|
|
2022
Q3 | $498 | Hold |
7
| – | – | ﹤0.01% | 99 |
|
|
2022
Q2 | $539 | Buy |
+7
| New | +$539 | ﹤0.01% | 122 |
|
|
2020
Q4 | – | Sell |
-350
| Closed | -$21.1K | – | 76 |
|
|
2020
Q3 | $21.1K | Hold |
350
| – | – | 0.01% | 54 |
|
|
2020
Q2 | $20.6K | Hold |
350
| – | – | 0.01% | 44 |
|
|
2020
Q1 | $19.5K | Hold |
350
| – | – | 0.01% | 41 |
|
|
2019
Q4 | $22.5K | Hold |
350
| – | – | 0.01% | 79 |
|
|
2019
Q3 | $17.7K | Hold |
350
| – | – | 0.01% | 23 |
|
|
2019
Q2 | $15.9K | Hold |
350
| – | – | 0.01% | 24 |
|
|
2019
Q1 | $16.7K | Hold |
350
| – | – | 0.01% | 24 |
|
|
2018
Q4 | $18.2K | Hold |
350
| – | – | 0.01% | 35 |
|
|
2018
Q3 | $21.7K | Hold |
350
| – | – | 0.01% | 22 |
|
|
2018
Q2 | $19.4K | Hold |
350
| – | – | 0.01% | 23 |
|
|
2018
Q1 | $22.1K | Hold |
350
| – | – | 0.02% | 22 |
|
|
2017
Q4 | $21.4K | Hold |
350
| – | – | 0.02% | 20 |
|
|
2017
Q3 | $22.3K | Hold |
350
| – | – | 0.02% | 17 |
|
|
2017
Q2 | $19.5K | Hold |
350
| – | – | 0.02% | 16 |
|
|
2017
Q1 | $19K | Hold |
350
| – | – | 0.02% | 19 |
|
|
2016
Q4 | $20K | Buy |
+350
| New | +$20K | 0.02% | 10 |
|