Bernardo Wealth Planning’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,714
| Closed | -$208K | – | 85 |
|
|
2022
Q2 | $208K | Sell |
2,714
-675
| -20% | -$51.7K | 0.12% | 79 |
|
|
2022
Q1 | $247K | Buy |
3,389
+139
| +4% | +$10.1K | 0.12% | 77 |
|
|
2021
Q4 | $202K | Sell |
3,250
-202
| -6% | -$12.6K | 0.1% | 81 |
|
|
2021
Q3 | $204K | Sell |
3,452
-588
| -15% | -$34.7K | 0.12% | 73 |
|
|
2021
Q2 | $269K | Sell |
4,040
-74
| -2% | -$4.93K | 0.16% | 63 |
|
|
2021
Q1 | $259K | Sell |
4,114
-2,600
| -39% | -$164K | 0.16% | 63 |
|
|
2020
Q4 | $416K | Sell |
6,714
-453
| -6% | -$28.1K | 0.16% | 111 |
|
|
2020
Q3 | $432K | Buy |
7,167
+59
| +0.8% | +$3.56K | 0.19% | 91 |
|
|
2020
Q2 | $417K | Sell |
7,108
-323
| -4% | -$18.9K | 0.22% | 84 |
|
|
2020
Q1 | $414K | Buy |
7,431
+105
| +1% | +$5.85K | 0.29% | 87 |
|
|
2019
Q4 | $470K | Buy |
7,326
+2,802
| +62% | +$180K | 0.29% | 82 |
|
|
2019
Q3 | $229K | Sell |
4,524
-265
| -6% | -$13.4K | 0.17% | 131 |
|
|
2019
Q2 | $217K | Hold |
4,789
| – | – | 0.17% | 132 |
|
|
2019
Q1 | $228K | Buy |
4,789
+300
| +7% | +$14.3K | 0.18% | 121 |
|
|
2018
Q4 | $233K | Buy |
+4,489
| New | +$233K | 0.21% | 115 |
|