Cassady Schiller 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 | $188K | Buy |
3,319
+125
| +4% | +$7.07K | 0.07% | 122 |
|
|
2024
Q3 | $165K | Hold |
3,194
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $133K | Buy |
3,194
+200
| +7% | +$8.31K | 0.05% | 137 |
|
|
2024
Q1 | $162K | Buy |
2,994
+1
| +0% | +$54 | 0.07% | 131 |
|
|
2023
Q4 | $154K | Sell |
2,993
-307
| -9% | -$15.8K | 0.08% | 128 |
|
|
2023
Q3 | $192K | Sell |
3,300
-200
| -6% | -$11.6K | 0.11% | 102 |
|
|
2023
Q2 | $224K | Hold |
3,500
| – | – | 0.12% | 98 |
|
|
2023
Q1 | $243K | Hold |
3,500
| – | – | 0.11% | 91 |
|
|
2022
Q4 | $252K | Sell |
3,500
-962
| -22% | -$69.2K | 0.15% | 88 |
|
|
2022
Q3 | $317K | Buy |
4,462
+654
| +17% | +$46.5K | 0.18% | 80 |
|
|
2022
Q2 | $293K | Sell |
3,808
-378
| -9% | -$29.1K | 0.15% | 75 |
|
|
2022
Q1 | $306K | Buy |
4,186
+203
| +5% | +$14.8K | 0.15% | 86 |
|
|
2021
Q4 | $248K | Buy |
+3,983
| New | +$248K | 0.15% | 88 |
|