Baystate Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $60.5K | Sell |
1,179
-125
| -10% | -$6.56K | ﹤0.01% | 350 |
|
|
2023
Q3 | $75.7K | Sell |
1,304
-13
| -1% | -$797 | 0.01% | 280 |
|
|
2023
Q2 | $84.2K | Sell |
1,317
-16
| -1% | -$1.07K | 0.01% | 275 |
|
|
2023
Q1 | $92.5K | Buy |
1,333
+21
| +2% | +$1.48K | 0.01% | 266 |
|
|
2022
Q4 | $94K | Buy |
1,312
+220
| +20% | +$16.6K | 0.01% | 257 |
|
|
2022
Q3 | $78K | Buy |
1,092
+7
| +0.6% | +$508 | 0.01% | 259 |
|
|
2022
Q2 | $84K | Buy |
1,085
+8
| +0.7% | +$609 | 0.01% | 255 |
|
|
2022
Q1 | $79K | Buy |
1,077
+9
| +0.8% | +$604 | 0.01% | 265 |
|
|
2021
Q4 | $67K | Buy |
1,068
+9
| +0.8% | +$528 | 0.01% | 287 |
|
|
2021
Q3 | $63K | Sell |
1,059
-91
| -8% | -$5.99K | 0.01% | 268 |
|
|
2021
Q2 | $77K | Buy |
1,150
+516
| +81% | +$33.6K | 0.01% | 237 |
|
|
2021
Q1 | $40K | Buy |
634
+5
| +0.8% | +$311 | ﹤0.01% | 285 |
|
|
2020
Q4 | $39K | Sell |
629
-327
| -34% | -$20.1K | ﹤0.01% | 273 |
|
|
2020
Q3 | $58K | Buy |
956
+510
| +114% | +$30.7K | 0.01% | 205 |
|
|
2020
Q2 | $26K | Buy |
446
+21
| +5% | +$1.26K | ﹤0.01% | 276 |
|
|
2020
Q1 | $24K | Buy |
425
+3
| +0.7% | +$183 | ﹤0.01% | 263 |
|
|
2019
Q4 | $27K | Buy |
422
+89
| +27% | +$5.1K | ﹤0.01% | 286 |
|
|
2019
Q3 | $17K | Buy |
333
+4
| +1% | +$188 | ﹤0.01% | 303 |
|
|
2019
Q2 | $15K | Buy |
329
+15
| +5% | +$699 | ﹤0.01% | 327 |
|
|
2019
Q1 | $14K | Buy |
314
+3
| +1% | +$149 | ﹤0.01% | 341 |
|
|
2018
Q4 | $16K | Sell |
311
-498
| -62% | -$26.8K | ﹤0.01% | 325 |
|
|
2018
Q3 | $49K | Buy |
809
+330
| +69% | +$19.6K | 0.01% | 203 |
|
|
2018
Q2 | $27K | Sell |
479
-358
| -43% | -$19.3K | ﹤0.01% | 256 |
|
|
2018
Q1 | $43K | Sell |
837
-631
| -43% | -$40.6K | 0.01% | 202 |
|
|
2017
Q4 | $93K | Buy |
1,468
+1,221
| +494% | +$76.4K | 0.01% | 143 |
|
|
2017
Q3 | $16K | Buy |
247
+2
| +0.8% | +$117 | ﹤0.01% | 302 |
|
|
2017
Q2 | $13K | Sell |
245
-199
| -45% | -$10.8K | ﹤0.01% | 316 |
|
|
2017
Q1 | $24K | Sell |
444
-169
| -28% | -$9.27K | ﹤0.01% | 249 |
|
|
2016
Q4 | $36K | Buy |
+613
| New | +$33.5K | 0.01% | 172 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$45K | – | 48 |
|
|
2013
Q2 | $45K | Buy |
+1,000
| New | +$43.4K | 0.02% | 107 |
|
Other funds holding BMY
