APWM
Atlas Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $246K | Buy |
4,537
+10
| +0.2% | +$542 | 0.1% | 111 |
|
|
2023
Q4 | $232K | Hold |
4,527
| – | – | 0.11% | 110 |
|
|
2023
Q3 | $263K | Hold |
4,527
| – | – | 0.14% | 105 |
|
|
2023
Q2 | $290K | Sell |
4,527
-1,027
| -18% | -$65.7K | 0.15% | 102 |
|
|
2023
Q1 | $385K | Buy |
5,554
+650
| +13% | +$45.1K | 0.23% | 94 |
|
|
2022
Q4 | $353K | Hold |
4,904
| – | – | 0.16% | 96 |
|
|
2022
Q3 | $349K | Sell |
4,904
-300
| -6% | -$21.4K | 0.25% | 92 |
|
|
2022
Q2 | $401K | Hold |
5,204
| – | – | 0.27% | 88 |
|
|
2022
Q1 | $380K | Buy |
5,204
+208
| +4% | +$15.2K | 0.22% | 100 |
|
|
2021
Q4 | $312K | Buy |
+4,996
| New | +$312K | 0.17% | 116 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$32K | – | 145 |
|
|
2021
Q1 | $32K | Hold |
500
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $31K | Sell |
500
-100
| -17% | -$6.2K | 0.02% | 230 |
|
|
2020
Q3 | $36K | Sell |
600
-600
| -50% | -$36K | 0.03% | 207 |
|
|
2020
Q2 | $71K | Sell |
1,200
-198
| -14% | -$11.7K | 0.06% | 173 |
|
|
2020
Q1 | $78K | Buy |
1,398
+3
| +0.2% | +$167 | 0.07% | 156 |
|
|
2019
Q4 | $90K | Buy |
+1,395
| New | +$90K | 0.07% | 163 |
|