B&D White Capital Company’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
Q1 | – | Sell |
-4,730
| Closed | -$243K | – | 61 |
|
2023
Q4 | $243K | Sell |
4,730
-98,400
| -95% | -$5.05M | 0.08% | 51 |
|
2023
Q3 | $5.99M | Buy |
103,130
+4,755
| +5% | +$276K | 2.23% | 12 |
|
2023
Q2 | $6.29M | Buy |
+98,375
| New | +$6.29M | 2.17% | 12 |
|
2021
Q1 | – | Sell |
-200
| Closed | -$12K | – | 49 |
|
2020
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 63 |
|