Centric 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
Q3 | – | Sell |
-4,089
| Closed | -$206K | – | 177 |
|
|
2024
Q2 | $206K | Buy |
+4,089
| New | +$206K | 0.06% | 155 |
|
|
2021
Q2 | – | Sell |
-48,458
| Closed | -$3.06M | – | 153 |
|
|
2021
Q1 | $3.06M | Buy |
48,458
+42,334
| +691% | +$2.67M | 0.87% | 19 |
|
|
2020
Q4 | $380K | Buy |
6,124
+682
| +13% | +$42.3K | 0.12% | 143 |
|
|
2020
Q3 | $268K | Sell |
5,442
-355
| -6% | -$17.5K | 0.2% | 86 |
|
|
2020
Q2 | $341K | Buy |
5,797
+355
| +7% | +$20.9K | 0.18% | 97 |
|
|
2020
Q1 | $268K | Sell |
5,442
-107
| -2% | -$5.27K | 0.2% | 86 |
|
|
2019
Q4 | $356K | Buy |
5,549
+107
| +2% | +$6.87K | 0.28% | 66 |
|
|
2019
Q3 | $268K | Buy |
+5,442
| New | +$268K | 0.2% | 86 |
|