Brown Shipley & Co’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
Q4 | – | Sell |
-235
| Closed | -$12.2K | – | 66 |
|
|
2024
Q3 | $12.2K | Hold |
235
| – | – | 0.01% | 65 |
|
|
2024
Q2 | $9.76K | Sell |
235
-7,341
| -97% | -$305K | ﹤0.01% | 70 |
|
|
2024
Q1 | $402K | Sell |
7,576
-56
| -0.7% | -$2.97K | 0.13% | 46 |
|
|
2023
Q4 | $392K | Sell |
7,632
-303
| -4% | -$15.5K | 0.19% | 42 |
|
|
2023
Q3 | $461K | Sell |
7,935
-1,226
| -13% | -$71.2K | 0.25% | 42 |
|
|
2023
Q2 | $586K | Buy |
9,161
+164
| +2% | +$10.5K | 0.24% | 47 |
|
|
2023
Q1 | $624K | Buy |
+8,997
| New | +$624K | 0.4% | 35 |
|