Disciplined Investments’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 |
-931
| Closed | -$59.5K | – | 288 |
|
|
2023
Q2 | $59.5K | Buy |
931
+5
| +0.5% | +$320 | 0.03% | 188 |
|
|
2023
Q1 | $64.2K | Sell |
926
-31
| -3% | -$2.15K | 0.03% | 205 |
|
|
2022
Q4 | $68.9K | Buy |
957
+43
| +5% | +$3.09K | 0.03% | 182 |
|
|
2022
Q3 | $65K | Sell |
914
-38
| -4% | -$2.7K | 0.03% | 200 |
|
|
2022
Q2 | $73K | Buy |
952
+38
| +4% | +$2.91K | 0.03% | 189 |
|
|
2022
Q1 | $67K | Buy |
914
+291
| +47% | +$21.3K | 0.03% | 194 |
|
|
2021
Q4 | $39K | Buy |
623
+300
| +93% | +$18.8K | 0.02% | 230 |
|
|
2021
Q3 | $19K | Buy |
323
+100
| +45% | +$5.88K | 0.01% | 273 |
|
|
2021
Q2 | $15K | Buy |
+223
| New | +$15K | 0.01% | 281 |
|
|
2020
Q4 | – | Sell |
-346
| Closed | -$21K | – | 321 |
|
|
2020
Q3 | $21K | Sell |
346
-34
| -9% | -$2.06K | 0.02% | 207 |
|
|
2020
Q2 | $22K | Hold |
380
| – | – | 0.02% | 215 |
|
|
2020
Q1 | $21K | Sell |
380
-42
| -10% | -$2.32K | 0.02% | 210 |
|
|
2019
Q4 | $27K | Buy |
+422
| New | +$27K | 0.02% | 211 |
|