BerganKDV Wealth Management’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
Q2 | $143K | Sell |
2,229
-151
| -6% | -$9.65K | 0.01% | 257 |
|
|
2023
Q1 | $165K | Buy |
2,380
+390
| +20% | +$27K | 0.02% | 250 |
|
|
2022
Q4 | $143K | Buy |
1,990
+375
| +23% | +$27K | 0.02% | 267 |
|
|
2022
Q3 | $115K | Sell |
1,615
-844
| -34% | -$60.1K | 0.01% | 273 |
|
|
2022
Q2 | $189K | Sell |
2,459
-49
| -2% | -$3.77K | 0.02% | 243 |
|
|
2022
Q1 | $183K | Sell |
2,508
-236
| -9% | -$17.2K | 0.02% | 247 |
|
|
2021
Q4 | $171K | Buy |
2,744
+255
| +10% | +$15.9K | 0.02% | 276 |
|
|
2021
Q3 | $147K | Buy |
2,489
+3
| +0.1% | +$177 | 0.02% | 275 |
|
|
2021
Q2 | $166K | Buy |
2,486
+10
| +0.4% | +$668 | 0.02% | 260 |
|
|
2021
Q1 | $156K | Sell |
2,476
-418
| -14% | -$26.3K | 0.02% | 260 |
|
|
2020
Q4 | $180K | Buy |
2,894
+523
| +22% | +$32.5K | 0.03% | 229 |
|
|
2020
Q3 | $143K | Buy |
2,371
+17
| +0.7% | +$1.03K | 0.02% | 238 |
|
|
2020
Q2 | $138K | Sell |
2,354
-19
| -0.8% | -$1.11K | 0.02% | 247 |
|
|
2020
Q1 | $132K | Buy |
2,373
+853
| +56% | +$47.4K | 0.03% | 234 |
|
|
2019
Q4 | $98K | Buy |
1,520
+320
| +27% | +$20.6K | 0.02% | 276 |
|
|
2019
Q3 | $61K | Sell |
1,200
-420
| -26% | -$21.4K | 0.01% | 312 |
|
|
2019
Q2 | $73K | Sell |
1,620
-2,280
| -58% | -$103K | 0.01% | 292 |
|
|
2019
Q1 | $186K | Buy |
3,900
+2,500
| +179% | +$119K | 0.04% | 212 |
|
|
2018
Q4 | $73K | Buy |
1,400
+200
| +17% | +$10.4K | 0.02% | 265 |
|
|
2018
Q3 | $74K | Sell |
1,200
-15
| -1% | -$925 | 0.02% | 281 |
|
|
2018
Q2 | $67K | Buy |
+1,215
| New | +$67K | 0.02% | 286 |
|