Foresight 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 | – | Sell |
-7,552
| Closed | -$505K | – | 119 |
|
|
2021
Q2 | $505K | Hold |
7,552
| – | – | 0.11% | 76 |
|
|
2021
Q1 | $477K | Hold |
7,552
| – | – | 0.12% | 74 |
|
|
2020
Q4 | $468K | Sell |
7,552
-181
| -2% | -$11.2K | 0.12% | 65 |
|
|
2020
Q3 | $466K | Buy |
7,733
+1
| +0% | +$60 | 0.16% | 55 |
|
|
2020
Q2 | $455K | Sell |
7,732
-7,847
| -50% | -$462K | 0.21% | 55 |
|
|
2020
Q1 | $868K | Sell |
15,579
-836
| -5% | -$46.6K | 0.6% | 30 |
|
|
2019
Q4 | $1.05M | Sell |
16,415
-1,036
| -6% | -$66.5K | 0.65% | 30 |
|
|
2019
Q3 | $885K | Buy |
17,451
+1
| +0% | +$51 | 0.64% | 34 |
|
|
2019
Q2 | $791K | Hold |
17,450
| – | – | 0.6% | 39 |
|
|
2019
Q1 | $833K | Hold |
17,450
| – | – | 0.72% | 36 |
|
|
2018
Q4 | $907K | Buy |
+17,450
| New | +$907K | 0.96% | 27 |
|