Executive Wealth Management’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
Q4 | $202K | Buy |
+3,564
| New | +$202K | 0.02% | 249 |
|
|
2023
Q4 | – | Sell |
-4,153
| Closed | -$241K | – | 216 |
|
|
2023
Q3 | $241K | Buy |
4,153
+479
| +13% | +$27.8K | 0.03% | 177 |
|
|
2023
Q2 | $235K | Buy |
3,674
+4
| +0.1% | +$256 | 0.02% | 185 |
|
|
2023
Q1 | $254K | Buy |
+3,670
| New | +$254K | 0.03% | 167 |
|
|
2019
Q3 | – | Sell |
-1,895
| Closed | -$86K | – | 207 |
|
|
2019
Q2 | $86K | Sell |
1,895
-325
| -15% | -$14.7K | 0.01% | 227 |
|
|
2019
Q1 | $106K | Sell |
2,220
-1,160
| -34% | -$55.4K | 0.02% | 192 |
|
|
2018
Q4 | $176K | Buy |
+3,380
| New | +$176K | 0.03% | 151 |
|