CWM
C2C Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,477
| Closed | -$2.05M | – | 115 |
|
|
2023
Q3 | $2.05M | Sell |
35,477
-1,600
| -4% | -$92.3K | 0.29% | 37 |
|
|
2023
Q2 | $2.28M | Buy |
37,077
+290
| +0.8% | +$17.9K | 0.3% | 36 |
|
|
2023
Q1 | $2.58M | Buy |
36,787
+11,304
| +44% | +$794K | 0.42% | 23 |
|
|
2022
Q4 | $1.87M | Sell |
25,483
-4,536
| -15% | -$333K | 0.32% | 34 |
|
|
2022
Q3 | $2.14M | Sell |
30,019
-66
| -0.2% | -$4.7K | 0.42% | 29 |
|
|
2022
Q2 | $2.2M | Hold |
30,085
| – | – | 0.4% | 32 |
|
|
2022
Q1 | $2.31M | Buy |
30,085
+2,593
| +9% | +$199K | 0.39% | 33 |
|
|
2021
Q4 | $1.71M | Buy |
+27,492
| New | +$1.71M | 0.25% | 47 |
|