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Doliver Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,203
| Closed | -$244K | – | 146 |
|
|
2023
Q3 | $244K | Sell |
4,203
-100
| -2% | -$5.8K | 0.07% | 134 |
|
|
2023
Q2 | $275K | Hold |
4,303
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $298K | Hold |
4,303
| – | – | 0.09% | 132 |
|
|
2022
Q4 | $310K | Hold |
4,303
| – | – | 0.1% | 118 |
|
|
2022
Q3 | $306K | Hold |
4,303
| – | – | 0.11% | 110 |
|
|
2022
Q2 | $331K | Buy |
4,303
+1,200
| +39% | +$92.3K | 0.12% | 112 |
|
|
2022
Q1 | $227K | Sell |
3,103
-862
| -22% | -$63.1K | 0.07% | 152 |
|
|
2021
Q4 | $258K | Buy |
3,965
+100
| +3% | +$6.51K | 0.08% | 131 |
|
|
2021
Q3 | $229K | Hold |
3,865
| – | – | 0.08% | 150 |
|
|
2021
Q2 | $258K | Buy |
3,865
+382
| +11% | +$25.5K | 0.09% | 125 |
|
|
2021
Q1 | $220K | Hold |
3,483
| – | – | 0.08% | 124 |
|
|
2020
Q4 | $216K | Hold |
3,483
| – | – | 0.1% | 118 |
|
|
2020
Q3 | $210K | Buy |
3,483
+80
| +2% | +$4.82K | 0.11% | 131 |
|
|
2020
Q2 | $200K | Hold |
3,403
| – | – | 0.09% | 133 |
|
|
2020
Q1 | $213K | Hold |
3,403
| – | – | 0.11% | 110 |
|
|
2019
Q4 | $218K | Buy |
+3,403
| New | +$218K | 0.09% | 101 |
|