Diversified’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
Q2 | – | Sell |
-4,197
| Closed | -$228K | – | 235 |
|
|
2024
Q1 | $228K | Buy |
+4,197
| New | +$228K | 0.03% | 154 |
|
|
2023
Q4 | – | Sell |
-4,287
| Closed | -$249K | – | 159 |
|
|
2023
Q3 | $249K | Buy |
4,287
+398
| +10% | +$23.1K | 0.06% | 120 |
|
|
2023
Q2 | $249K | Sell |
3,889
-146
| -4% | -$9.34K | 0.06% | 122 |
|
|
2023
Q1 | $280K | Buy |
4,035
+16
| +0.4% | +$1.11K | 0.1% | 112 |
|
|
2022
Q4 | $289K | Buy |
4,019
+369
| +10% | +$26.5K | 0.11% | 113 |
|
|
2022
Q3 | $259K | Buy |
+3,650
| New | +$259K | 0.13% | 95 |
|
|
2021
Q1 | – | Sell |
-2,431
| Closed | -$147K | – | 118 |
|
|
2020
Q4 | $147K | Buy |
+2,431
| New | +$147K | 0.13% | 103 |
|