Ellenbecker Investment Group’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 |
-3,843
| Closed | -$245K | – | 99 |
|
|
2023
Q2 | $245K | Buy |
3,843
+19
| +0.5% | +$1.21K | 0.06% | 82 |
|
|
2023
Q1 | $265K | Buy |
3,824
+17
| +0.4% | +$1.18K | 0.07% | 79 |
|
|
2022
Q4 | $273K | Buy |
3,807
+16
| +0.4% | +$1.15K | 0.08% | 74 |
|
|
2022
Q3 | $269K | Buy |
3,791
+16
| +0.4% | +$1.14K | 0.09% | 66 |
|
|
2022
Q2 | $290K | Buy |
3,775
+16
| +0.4% | +$1.23K | 0.09% | 66 |
|
|
2022
Q1 | $274K | Buy |
3,759
+18
| +0.5% | +$1.31K | 0.08% | 73 |
|
|
2021
Q4 | $233K | Sell |
3,741
-146
| -4% | -$9.09K | 0.06% | 78 |
|
|
2021
Q3 | $230K | Sell |
3,887
-41
| -1% | -$2.43K | 0.07% | 67 |
|
|
2021
Q2 | $262K | Buy |
3,928
+67
| +2% | +$4.47K | 0.09% | 59 |
|
|
2021
Q1 | $244K | Sell |
3,861
-38
| -1% | -$2.4K | 0.09% | 61 |
|
|
2020
Q4 | $242K | Buy |
+3,899
| New | +$242K | 0.09% | 58 |
|