DeDora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,381
| Closed | -$216K | – | 100 |
|
|
2023
Q2 | $216K | Buy |
3,381
+4
| +0.1% | +$256 | 0.08% | 98 |
|
|
2023
Q1 | $234K | Sell |
3,377
-338
| -9% | -$23.4K | 0.1% | 98 |
|
|
2022
Q4 | $267K | Buy |
3,715
+3
| +0.1% | +$216 | 0.13% | 95 |
|
|
2022
Q3 | $264K | Sell |
3,712
-104
| -3% | -$7.4K | 0.14% | 89 |
|
|
2022
Q2 | $294K | Sell |
3,816
-106
| -3% | -$8.17K | 0.15% | 83 |
|
|
2022
Q1 | $286K | Buy |
+3,922
| New | +$286K | 0.12% | 85 |
|
|
2021
Q4 | – | Sell |
-4,621
| Closed | -$273K | – | 65 |
|
|
2021
Q3 | $273K | Sell |
4,621
-27
| -0.6% | -$1.6K | 0.12% | 84 |
|
|
2021
Q2 | $311K | Sell |
4,648
-118
| -2% | -$7.9K | 0.14% | 82 |
|
|
2021
Q1 | $301K | Sell |
4,766
-5,333
| -53% | -$337K | 0.14% | 83 |
|
|
2020
Q4 | $626K | Buy |
10,099
+3,554
| +54% | +$220K | 0.31% | 63 |
|
|
2020
Q3 | $395K | Buy |
6,545
+1,669
| +34% | +$101K | 0.22% | 72 |
|
|
2020
Q2 | $287K | Buy |
+4,876
| New | +$287K | 0.17% | 81 |
|
|
2020
Q1 | – | Sell |
-3,485
| Closed | -$224K | – | 88 |
|
|
2019
Q4 | $224K | Buy |
+3,485
| New | +$224K | 0.13% | 89 |
|
|
2018
Q3 | – | Sell |
-5,198
| Closed | -$288K | – | 86 |
|
|
2018
Q2 | $288K | Buy |
5,198
+34
| +0.7% | +$1.88K | 0.23% | 75 |
|
|
2018
Q1 | $327K | Buy |
5,164
+26
| +0.5% | +$1.65K | 0.27% | 72 |
|
|
2017
Q4 | $315K | Buy |
+5,138
| New | +$315K | 0.26% | 67 |
|