Cerro Pacific Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $280K | Sell |
4,037
-46
| -1% | -$3.19K | 0.15% | 120 |
|
|
2022
Q4 | $294K | Sell |
4,083
-19
| -0.5% | -$1.37K | 0.16% | 134 |
|
|
2022
Q3 | $292K | Buy |
4,102
+186
| +5% | +$13.2K | 0.18% | 121 |
|
|
2022
Q2 | $302K | Buy |
3,916
+119
| +3% | +$9.18K | 0.19% | 122 |
|
|
2022
Q1 | $277K | Buy |
3,797
+9
| +0.2% | +$657 | 0.17% | 112 |
|
|
2021
Q4 | $236K | Hold |
3,788
| – | – | 0.15% | 112 |
|
|
2021
Q3 | $224K | Sell |
3,788
-76
| -2% | -$4.49K | 0.16% | 116 |
|
|
2021
Q2 | $258K | Buy |
+3,864
| New | +$258K | 0.19% | 106 |
|
|
2020
Q4 | $239K | Buy |
+3,846
| New | +$239K | 0.14% | 101 |
|