Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,171
| Closed | -$300K | – | 167 |
|
|
2022
Q4 | $300K | Buy |
+4,171
| New | +$300K | 0.04% | 145 |
|
|
2022
Q3 | – | Sell |
-1,357
| Closed | -$104K | – | 252 |
|
|
2022
Q2 | $104K | Buy |
1,357
+34
| +3% | +$2.61K | 0.02% | 169 |
|
|
2022
Q1 | $96K | Buy |
1,323
+667
| +102% | +$48.4K | 0.02% | 162 |
|
|
2021
Q4 | $40K | Buy |
+656
| New | +$40K | 0.01% | 196 |
|
|
2021
Q1 | – | Sell |
-2,353
| Closed | -$146K | – | 146 |
|
|
2020
Q4 | $146K | Buy |
+2,353
| New | +$146K | 0.11% | 99 |
|