Campbell 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
Q4 | $1.14M | Buy |
20,066
+13,753
| +218% | +$778K | 0.1% | 27 |
|
|
2024
Q3 | $327K | Buy |
+6,313
| New | +$327K | 0.03% | 47 |
|
|
2024
Q2 | – | Sell |
-19,921
| Closed | -$1.08M | – | 52 |
|
|
2024
Q1 | $1.08M | Buy |
19,921
+13,608
| +216% | +$738K | 0.11% | 27 |
|
|
2023
Q4 | $324K | Sell |
6,313
-13,770
| -69% | -$707K | 0.04% | 44 |
|
|
2023
Q3 | $1.17M | Hold |
20,083
| – | – | 0.14% | 26 |
|
|
2023
Q2 | $1.28M | Sell |
20,083
-1,397
| -7% | -$89.3K | 0.17% | 22 |
|
|
2023
Q1 | $1.49M | Sell |
21,480
-123
| -0.6% | -$8.53K | 0.19% | 26 |
|
|
2022
Q4 | $1.55M | Buy |
21,603
+54
| +0.3% | +$3.88K | 0.22% | 23 |
|
|
2022
Q3 | $1.53M | Buy |
21,549
+13,538
| +169% | +$962K | 0.22% | 23 |
|
|
2022
Q2 | $617K | Sell |
8,011
-13,519
| -63% | -$1.04M | 0.09% | 23 |
|
|
2022
Q1 | $1.57M | Hold |
21,530
| – | – | 0.19% | 18 |
|
|
2021
Q4 | $1.34M | Sell |
21,530
-816
| -4% | -$50.9K | 0.15% | 18 |
|
|
2021
Q3 | $1.32M | Hold |
22,346
| – | – | 0.18% | 17 |
|
|
2021
Q2 | $1.49M | Sell |
22,346
-207
| -0.9% | -$13.8K | 0.2% | 17 |
|
|
2021
Q1 | $1.42M | Buy |
22,553
+207
| +0.9% | +$13.1K | 0.2% | 18 |
|
|
2020
Q4 | $1.39M | Sell |
22,346
-3,416
| -13% | -$212K | 0.2% | 18 |
|
|
2020
Q3 | $1.55M | Buy |
25,762
+1,400
| +6% | +$84.4K | 0.25% | 18 |
|
|
2020
Q2 | $1.43M | Sell |
24,362
-91
| -0.4% | -$5.35K | 0.25% | 18 |
|
|
2020
Q1 | $1.36M | Sell |
24,453
-1,700
| -7% | -$94.8K | 0.3% | 17 |
|
|
2019
Q4 | $1.68M | Sell |
26,153
-1,118
| -4% | -$71.8K | 0.34% | 17 |
|
|
2019
Q3 | $1.38M | Hold |
27,271
| – | – | 0.31% | 17 |
|
|
2019
Q2 | $1.24M | Buy |
27,271
+211
| +0.8% | +$9.57K | 0.3% | 17 |
|
|
2019
Q1 | $1.29M | Sell |
27,060
-1,060
| -4% | -$50.6K | 0.34% | 17 |
|
|
2018
Q4 | $1.46M | Buy |
+28,120
| New | +$1.46M | 0.45% | 17 |
|