Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $20K | Buy |
341
+13
| +4% | +$762 | 0.01% | 114 |
|
|
2021
Q2 | $22K | Hold |
328
| – | – | 0.01% | 114 |
|
|
2021
Q1 | $21K | Sell |
328
-733
| -69% | -$46.9K | 0.01% | 113 |
|
|
2020
Q4 | $66K | Hold |
1,061
| – | – | 0.04% | 71 |
|
|
2020
Q3 | $64K | Sell |
1,061
-1,068
| -50% | -$64.4K | 0.05% | 72 |
|
|
2020
Q2 | $125K | Buy |
2,129
+1,068
| +101% | +$62.7K | 0.1% | 56 |
|
|
2020
Q1 | $59K | Hold |
1,061
| – | – | 0.07% | 60 |
|
|
2019
Q4 | $68K | Buy |
+1,061
| New | +$68K | 0.06% | 66 |
|