Atlas Private 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
Q4 | – | Sell |
-4,774
| Closed | -$277K | – | 165 |
|
|
2023
Q3 | $277K | Sell |
4,774
-1,336
| -22% | -$77.5K | 0.05% | 150 |
|
|
2023
Q2 | $391K | Buy |
+6,110
| New | +$391K | 0.08% | 125 |
|
|
2021
Q4 | – | Sell |
-1,308
| Closed | -$77K | – | 217 |
|
|
2021
Q3 | $77K | Sell |
1,308
-50
| -4% | -$2.94K | 0.04% | 195 |
|
|
2021
Q2 | $91K | Sell |
1,358
-605
| -31% | -$40.5K | 0.05% | 172 |
|
|
2021
Q1 | $124K | Hold |
1,963
| – | – | 0.07% | 142 |
|
|
2020
Q4 | $122K | Sell |
1,963
-30
| -2% | -$1.86K | 0.08% | 132 |
|
|
2020
Q3 | $120K | Sell |
1,993
-100
| -5% | -$6.02K | 0.1% | 128 |
|
|
2020
Q2 | $123K | Buy |
+2,093
| New | +$123K | 0.11% | 131 |
|