Financial Gravity Asset 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
Q2 | $706 | Sell |
17
-97
| -85% | -$4.03K | ﹤0.01% | 867 |
|
|
2024
Q1 | $6.11K | Sell |
114
-314
| -73% | -$16.8K | ﹤0.01% | 820 |
|
|
2023
Q4 | $558K | Buy |
428
+53
| +14% | +$69.2K | 0.01% | 443 |
|
|
2023
Q3 | $556K | Buy |
375
+294
| +363% | +$436K | 0.01% | 432 |
|
|
2023
Q2 | $15.8K | Buy |
81
+12
| +17% | +$2.34K | 0.04% | 177 |
|
|
2023
Q1 | $6.88K | Sell |
69
-3
| -4% | -$299 | 0.21% | 91 |
|
|
2022
Q4 | $18.7K | Sell |
72
-1,987
| -97% | -$516K | 0.1% | 114 |
|
|
2022
Q3 | $9.63K | Sell |
2,059
-1,868
| -48% | -$8.74K | 0.33% | 59 |
|
|
2022
Q2 | $9.86K | Buy |
3,927
+1,518
| +63% | +$3.81K | 0.31% | 67 |
|
|
2022
Q1 | $14.4K | Sell |
2,409
-9
| -0.4% | -$54 | 0.4% | 58 |
|
|
2021
Q4 | $8.88K | Buy |
2,418
+2,273
| +1,568% | +$8.35K | 0.2% | 141 |
|
|
2021
Q3 | $59K | Hold |
145
| – | – | 0.03% | 497 |
|
|
2021
Q2 | $67K | Sell |
145
-24
| -14% | -$11.1K | 0.02% | 473 |
|
|
2021
Q1 | $10.6K | Buy |
169
+8
| +5% | +$504 | 0.22% | 69 |
|
|
2020
Q4 | $10K | Buy |
+161
| New | +$10K | 0.01% | 174 |
|
|
2020
Q2 | – | Sell |
-1,289
| Closed | -$66.2K | – | 122 |
|
|
2020
Q1 | $66.2K | Sell |
1,289
-337
| -21% | -$17.3K | 0.2% | 54 |
|
|
2019
Q4 | $75K | Buy |
1,626
+976
| +150% | +$45K | 0.05% | 445 |
|
|
2019
Q3 | $33K | Buy |
650
+327
| +101% | +$16.6K | 0.03% | 358 |
|
|
2019
Q2 | $15K | Sell |
323
-222
| -41% | -$10.3K | 0.01% | 513 |
|
|
2019
Q1 | $26K | Buy |
+545
| New | +$26K | 0.02% | 398 |
|
|
2018
Q3 | $53K | Sell |
1,066
-127
| -11% | -$6.31K | 0.06% | 302 |
|
|
2018
Q2 | $71K | Buy |
1,193
+256
| +27% | +$15.2K | 0.07% | 258 |
|
|
2018
Q1 | $48K | Buy |
+937
| New | +$48K | 0.05% | 316 |
|