Dechtman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $207K | Buy |
+3,653
| New | +$207K | 0.04% | 65 |
|
|
2024
Q2 | – | Sell |
-4,201
| Closed | -$228K | – | 62 |
|
|
2024
Q1 | $228K | Buy |
4,201
+41
| +1% | +$2.22K | 0.05% | 61 |
|
|
2023
Q4 | $213K | Buy |
4,160
+37
| +0.9% | +$1.89K | 0.06% | 56 |
|
|
2023
Q3 | $239K | Sell |
4,123
-5,900
| -59% | -$342K | 0.07% | 47 |
|
|
2023
Q2 | $641K | Buy |
+10,023
| New | +$641K | 0.19% | 25 |
|