Fortis Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,962
| Closed | -$136K | – | 111 |
|
|
2023
Q1 | $136K | Hold |
1,962
| – | – | 0.09% | 99 |
|
|
2022
Q4 | $141K | Hold |
1,962
| – | – | 0.11% | 94 |
|
|
2022
Q3 | $139K | Sell |
1,962
-3,350
| -63% | -$237K | 0.1% | 104 |
|
|
2022
Q2 | $409K | Sell |
5,312
-950
| -15% | -$73.1K | 0.27% | 52 |
|
|
2022
Q1 | $457K | Hold |
6,262
| – | – | 0.25% | 56 |
|
|
2021
Q4 | $390K | Buy |
6,262
+3,262
| +109% | +$203K | 0.23% | 65 |
|
|
2021
Q3 | $178K | Buy |
+3,000
| New | +$178K | 0.11% | 96 |
|