AAMC
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Asset Allocation & Management Company’s Bristol-Myers Squibb BMY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,142
Closed -$287K 69
2023
Q1
$287K Hold
4,142
0.12% 79
2022
Q4
$298K Sell
4,142
-1,571
-27% -$113K 0.12% 89
2022
Q3
$406K Hold
5,713
0.17% 75
2022
Q2
$440K Sell
5,713
-8,569
-60% -$660K 0.18% 73
2022
Q1
$1.04M Hold
14,282
0.37% 53
2021
Q4
$890K Buy
+14,282
New +$890K 0.3% 71