First Business Financial Services’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 | – | Sell |
-3,998
| Closed | -$217K | – | 160 |
|
|
2024
Q1 | $217K | Hold |
3,998
| – | – | 0.02% | 158 |
|
|
2023
Q4 | $205K | Sell |
3,998
-700
| -15% | -$35.9K | 0.02% | 155 |
|
|
2023
Q3 | $273K | Buy |
4,698
+130
| +3% | +$7.55K | 0.03% | 141 |
|
|
2023
Q2 | $292K | Sell |
4,568
-250
| -5% | -$16K | 0.04% | 136 |
|
|
2023
Q1 | $334K | Hold |
4,818
| – | – | 0.04% | 128 |
|
|
2022
Q4 | $347K | Sell |
4,818
-25
| -0.5% | -$1.8K | 0.05% | 118 |
|
|
2022
Q3 | $344K | Buy |
4,843
+280
| +6% | +$19.9K | 0.05% | 117 |
|
|
2022
Q2 | $351K | Sell |
4,563
-337
| -7% | -$25.9K | 0.05% | 116 |
|
|
2022
Q1 | $358K | Hold |
4,900
| – | – | 0.04% | 124 |
|
|
2021
Q4 | $306K | Hold |
4,900
| – | – | 0.03% | 133 |
|
|
2021
Q3 | $290K | Buy |
4,900
+200
| +4% | +$11.8K | 0.03% | 133 |
|
|
2021
Q2 | $314K | Buy |
+4,700
| New | +$314K | 0.04% | 128 |
|