Collective Family Office’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,017
| Closed | -$463K | – | 171 |
|
|
2022
Q2 | $463K | Buy |
6,017
+49
| +0.8% | +$3.77K | 0.2% | 114 |
|
|
2022
Q1 | $436K | Sell |
5,968
-36
| -0.6% | -$2.63K | 0.17% | 130 |
|
|
2021
Q4 | $374K | Sell |
6,004
-529
| -8% | -$33K | 0.15% | 132 |
|
|
2021
Q3 | $387K | Sell |
6,533
-205
| -3% | -$12.1K | 0.17% | 125 |
|
|
2021
Q2 | $450K | Hold |
6,738
| – | – | 0.19% | 115 |
|
|
2021
Q1 | $425K | Buy |
6,738
+650
| +11% | +$41K | 0.21% | 116 |
|
|
2020
Q4 | $378K | Buy |
+6,088
| New | +$378K | 0.21% | 116 |
|