DCM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,158
| Closed | -$470K | – | 83 |
|
|
2023
Q4 | $470K | Buy |
+9,158
| New | +$470K | 0.17% | 75 |
|
|
2023
Q2 | – | Sell |
-3,086
| Closed | -$214K | – | 79 |
|
|
2023
Q1 | $214K | Sell |
3,086
-111
| -3% | -$7.69K | 0.1% | 68 |
|
|
2022
Q4 | $230K | Sell |
3,197
-170
| -5% | -$12.2K | 0.11% | 67 |
|
|
2022
Q3 | $239K | Sell |
3,367
-6,623
| -66% | -$471K | 0.12% | 169 |
|
|
2022
Q2 | $771K | Buy |
+9,990
| New | +$771K | 0.33% | 81 |
|
|
2021
Q4 | – | Sell |
-6,798
| Closed | -$402K | – | 225 |
|
|
2021
Q3 | $402K | Buy |
6,798
+3,469
| +104% | +$205K | 0.15% | 154 |
|
|
2021
Q2 | $222K | Buy |
+3,329
| New | +$222K | 0.13% | 179 |
|