Fortem Financial Group’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
Q3 | – | Sell |
-13,313
| Closed | -$553K | – | 177 |
|
|
2024
Q2 | $553K | Sell |
13,313
-490
| -4% | -$20.4K | 0.24% | 103 |
|
|
2024
Q1 | $749K | Buy |
13,803
+1,966
| +17% | +$107K | 0.33% | 90 |
|
|
2023
Q4 | $607K | Sell |
11,837
-1,173
| -9% | -$60.2K | 0.3% | 97 |
|
|
2023
Q3 | $755K | Sell |
13,010
-2,969
| -19% | -$172K | 0.44% | 75 |
|
|
2023
Q2 | $1.02M | Buy |
15,979
+1,392
| +10% | +$89K | 0.61% | 56 |
|
|
2023
Q1 | $1.01M | Sell |
14,587
-3,647
| -20% | -$253K | 0.66% | 52 |
|
|
2022
Q4 | $1.31M | Sell |
18,234
-41
| -0.2% | -$2.95K | 0.77% | 37 |
|
|
2022
Q3 | $1.3M | Buy |
+18,275
| New | +$1.3M | 0.9% | 33 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$6K | – | 197 |
|
|
2020
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 380 |
|