Beach Investment Counsel’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
Q4 | – | Sell |
-1,020
| Closed | -$53K | – | 130 |
|
|
2024
Q3 | $53K | Hold |
1,020
| – | – | 0.01% | 175 |
|
|
2024
Q2 | $42K | Buy |
+1,020
| New | +$42K | 0.01% | 185 |
|
|
2020
Q4 | – | Sell |
-103,424
| Closed | -$6.24M | – | 152 |
|
|
2020
Q3 | $6.24M | Buy |
103,424
+1,466
| +1% | +$88.4K | 0.73% | 37 |
|
|
2020
Q2 | $6M | Buy |
+101,958
| New | +$6M | 0.8% | 35 |
|