Financial Consulate’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
Q2 | – | Sell |
-3,370
| Closed | -$234K | – | 51 |
|
|
2023
Q1 | $234K | Buy |
3,370
+210
| +7% | +$14.6K | 0.08% | 110 |
|
|
2022
Q4 | $227K | Hold |
3,160
| – | – | 0.08% | 126 |
|
|
2022
Q3 | $225K | Hold |
3,160
| – | – | 0.09% | 111 |
|
|
2022
Q2 | $243K | Hold |
3,160
| – | – | 0.11% | 108 |
|
|
2022
Q1 | $231K | Buy |
+3,160
| New | +$231K | 0.09% | 117 |
|
|
2021
Q3 | – | Sell |
-3,162
| Closed | -$211K | – | 132 |
|
|
2021
Q2 | $211K | Sell |
3,162
-175
| -5% | -$11.7K | 0.08% | 121 |
|
|
2021
Q1 | $211K | Hold |
3,337
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $207K | Buy |
3,337
+25
| +0.8% | +$1.55K | 0.09% | 103 |
|
|
2020
Q3 | $200K | Sell |
3,312
-345
| -9% | -$20.8K | 0.1% | 96 |
|
|
2020
Q2 | $215K | Sell |
3,657
-125
| -3% | -$7.35K | 0.11% | 88 |
|
|
2020
Q1 | $211K | Sell |
3,782
-18
| -0.5% | -$1K | 0.13% | 88 |
|
|
2019
Q4 | $244K | Buy |
+3,800
| New | +$244K | 0.11% | 92 |
|