BOS Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,640
| Closed | -$252K | – | 158 |
|
2024
Q1 | $252K | Sell |
4,640
-1,800
| -28% | -$97.6K | 0.13% | 128 |
|
2023
Q4 | $330K | Sell |
6,440
-750
| -10% | -$38.5K | 0.23% | 98 |
|
2023
Q3 | $417K | Sell |
7,190
-328
| -4% | -$19K | 0.31% | 74 |
|
2023
Q2 | $481K | Hold |
7,518
| – | – | 0.37% | 62 |
|
2023
Q1 | $521K | Sell |
7,518
-300
| -4% | -$20.8K | 0.43% | 58 |
|
2022
Q4 | $563K | Buy |
+7,818
| New | +$563K | 0.5% | 51 |
|