Austin Private Wealth’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 |
-6,070
| Closed | -$317K | – | 227 |
|
|
2024
Q1 | $317K | Buy |
6,070
+1,427
| +31% | +$74.5K | 0.04% | 167 |
|
|
2023
Q4 | $238K | Buy |
4,643
+994
| +27% | +$51K | 0.03% | 178 |
|
|
2023
Q3 | $212K | Sell |
3,649
-179
| -5% | -$10.4K | 0.03% | 158 |
|
|
2023
Q2 | $245K | Sell |
3,828
-100
| -3% | -$6.4K | 0.04% | 141 |
|
|
2023
Q1 | $272K | Buy |
+3,928
| New | +$272K | 0.04% | 126 |
|
|
2022
Q3 | – | Sell |
-3,225
| Closed | -$248K | – | 125 |
|
|
2022
Q2 | $248K | Buy |
+3,225
| New | +$248K | 0.05% | 109 |
|
|
2021
Q1 | – | Sell |
-12,671
| Closed | -$786K | – | 112 |
|
|
2020
Q4 | $786K | Buy |
+12,671
| New | +$786K | 0.23% | 39 |
|