Bellwether 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 |
-23,584
| Closed | -$1.37M | – | 117 |
|
|
2023
Q3 | $1.37M | Sell |
23,584
-428
| -2% | -$24.8K | 0.37% | 61 |
|
|
2023
Q2 | $1.54M | Sell |
24,012
-68
| -0.3% | -$4.35K | 0.45% | 40 |
|
|
2023
Q1 | $1.67M | Sell |
24,080
-1,565
| -6% | -$108K | 0.46% | 55 |
|
|
2022
Q4 | $1.85M | Sell |
25,645
-5,994
| -19% | -$431K | 0.54% | 40 |
|
|
2022
Q3 | $2.25M | Buy |
31,639
+208
| +0.7% | +$14.8K | 0.74% | 32 |
|
|
2022
Q2 | $2.42M | Sell |
31,431
-491
| -2% | -$37.8K | 0.78% | 32 |
|
|
2022
Q1 | $2.33M | Hold |
31,922
| – | – | 0.69% | 34 |
|
|
2021
Q4 | $1.99M | Sell |
31,922
-2,429
| -7% | -$151K | 0.62% | 33 |
|
|
2021
Q3 | $2.03M | Sell |
34,351
-1,134
| -3% | -$67.1K | 0.68% | 34 |
|
|
2021
Q2 | $2.37M | Sell |
35,485
-5,677
| -14% | -$379K | 0.82% | 32 |
|
|
2021
Q1 | $2.6M | Sell |
41,162
-3,942
| -9% | -$249K | 1.03% | 28 |
|
|
2020
Q4 | $2.8M | Buy |
+45,104
| New | +$2.8M | 1.23% | 23 |
|