Colton Groome Financial 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
Q3 | – | Sell |
-3,394
| Closed | -$217K | – | 111 |
|
|
2023
Q2 | $217K | Sell |
3,394
-198
| -6% | -$12.7K | 0.1% | 110 |
|
|
2023
Q1 | $249K | Buy |
3,592
+171
| +5% | +$11.9K | 0.12% | 108 |
|
|
2022
Q4 | $246K | Sell |
3,421
-19
| -0.6% | -$1.37K | 0.12% | 112 |
|
|
2022
Q3 | $245K | Sell |
3,440
-161
| -4% | -$11.5K | 0.12% | 93 |
|
|
2022
Q2 | $277K | Buy |
3,601
+480
| +15% | +$36.9K | 0.14% | 81 |
|
|
2022
Q1 | $228K | Buy |
+3,121
| New | +$228K | 0.11% | 97 |
|