Cahaba Wealth 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 |
-3,872
| Closed | -$210K | – | 150 |
|
|
2024
Q1 | $210K | Sell |
3,872
-91
| -2% | -$4.93K | 0.02% | 143 |
|
|
2023
Q4 | $203K | Sell |
3,963
-540
| -12% | -$27.7K | 0.02% | 137 |
|
|
2023
Q3 | $261K | Sell |
4,503
-1,975
| -30% | -$115K | 0.03% | 116 |
|
|
2023
Q2 | $414K | Buy |
6,478
+1,329
| +26% | +$85K | 0.04% | 88 |
|
|
2023
Q1 | $357K | Sell |
5,149
-34
| -0.7% | -$2.36K | 0.04% | 99 |
|
|
2022
Q4 | $373K | Buy |
5,183
+4
| +0.1% | +$288 | 0.05% | 96 |
|
|
2022
Q3 | $368K | Sell |
5,179
-77
| -1% | -$5.47K | 0.05% | 85 |
|
|
2022
Q2 | $404K | Sell |
5,256
-135
| -3% | -$10.4K | 0.06% | 85 |
|
|
2022
Q1 | $405K | Buy |
5,391
+132
| +3% | +$9.92K | 0.06% | 91 |
|
|
2021
Q4 | $328K | Buy |
5,259
+1,481
| +39% | +$92.4K | 0.04% | 114 |
|
|
2021
Q3 | $223K | Buy |
+3,778
| New | +$223K | 0.03% | 127 |
|