Baron Silver Stevens Financial 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 |
-3,603
| Closed | -$209K | – | 107 |
|
|
2023
Q3 | $209K | Sell |
3,603
-189
| -5% | -$11K | 0.05% | 104 |
|
|
2023
Q2 | $242K | Sell |
3,792
-197
| -5% | -$12.6K | 0.05% | 97 |
|
|
2023
Q1 | $277K | Sell |
3,989
-398
| -9% | -$27.6K | 0.07% | 81 |
|
|
2022
Q4 | $316K | Buy |
+4,387
| New | +$316K | 0.08% | 70 |
|
|
2022
Q3 | – | Sell |
-4,333
| Closed | -$333K | – | 105 |
|
|
2022
Q2 | $333K | Buy |
4,333
+228
| +6% | +$17.5K | 0.09% | 73 |
|
|
2022
Q1 | $299K | Buy |
4,105
+2
| +0% | +$146 | 0.07% | 69 |
|
|
2021
Q4 | $255K | Hold |
4,103
| – | – | 0.06% | 72 |
|
|
2021
Q3 | $242K | Sell |
4,103
-253
| -6% | -$14.9K | 0.06% | 66 |
|
|
2021
Q2 | $291K | Buy |
4,356
+489
| +13% | +$32.7K | 0.08% | 66 |
|
|
2021
Q1 | $244K | Buy |
3,867
+1,020
| +36% | +$64.4K | 0.13% | 43 |
|
|
2020
Q4 | $176K | Buy |
+2,847
| New | +$176K | 0.06% | 69 |
|