FirstPurpose Wealth’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
Q1 | $215K | Buy |
+4,279
| New | +$215K | 0.08% | 197 |
|
|
2023
Q3 | – | Sell |
-3,240
| Closed | -$207K | – | 198 |
|
|
2023
Q2 | $207K | Buy |
3,240
+184
| +6% | +$11.8K | 0.09% | 187 |
|
|
2023
Q1 | $212K | Buy |
3,056
+61
| +2% | +$4.23K | 0.1% | 176 |
|
|
2022
Q4 | $215K | Buy |
+2,995
| New | +$215K | 0.12% | 167 |
|