Congress Park Capital’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
Q2 | – | Sell |
-4,750
| Closed | -$258K | – | 118 |
|
|
2024
Q1 | $258K | Buy |
+4,750
| New | +$258K | 0.11% | 100 |
|
|
2022
Q3 | – | Sell |
-2,750
| Closed | -$212K | – | 130 |
|
|
2022
Q2 | $212K | Sell |
2,750
-250
| -8% | -$19.3K | 0.13% | 119 |
|
|
2022
Q1 | $219K | Buy |
+3,000
| New | +$219K | 0.11% | 131 |
|
|
2021
Q2 | – | Sell |
-3,650
| Closed | -$230K | – | 139 |
|
|
2021
Q1 | $230K | Hold |
3,650
| – | – | 0.13% | 113 |
|
|
2020
Q4 | $226K | Buy |
3,650
+150
| +4% | +$9.29K | 0.13% | 104 |
|
|
2020
Q3 | $211K | Buy |
+3,500
| New | +$211K | 0.13% | 86 |
|
|
2020
Q1 | – | Sell |
-6,988
| Closed | -$449K | – | 87 |
|
|
2019
Q4 | $449K | Buy |
+6,988
| New | +$449K | 0.33% | 61 |
|