Braun-Bostich & Associates’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
Q3 | – | Sell |
-3,917
| Closed | -$250K | – | 59 |
|
|
2023
Q2 | $250K | Buy |
3,917
+399
| +11% | +$25.5K | 0.54% | 62 |
|
|
2023
Q1 | $244K | Buy |
+3,518
| New | +$244K | 0.58% | 61 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$6K | – | 237 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | 0.01% | 247 |
|
|
2019
Q4 | $6K | Buy |
+100
| New | +$6K | 0.01% | 269 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$5K | – | 116 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | 0.01% | 288 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | 0.01% | 291 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | 0.01% | 284 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | 0.01% | 270 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | 0.01% | 282 |
|
|
2017
Q4 | $6K | Buy |
+100
| New | +$6K | 0.01% | 269 |
|