Fortitude Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,654
| Closed | -$234K | – | 209 |
|
|
2023
Q2 | $234K | Sell |
3,654
-218
| -6% | -$13.9K | 0.17% | 157 |
|
|
2023
Q1 | $268K | Buy |
3,872
+115
| +3% | +$7.97K | 0.21% | 127 |
|
|
2022
Q4 | $270K | Buy |
3,757
+2
| +0.1% | +$144 | 0.23% | 122 |
|
|
2022
Q3 | $267K | Buy |
3,755
+2
| +0.1% | +$142 | 0.25% | 107 |
|
|
2022
Q2 | $289K | Buy |
3,753
+60
| +2% | +$4.62K | 0.26% | 106 |
|
|
2022
Q1 | $270K | Sell |
3,693
-204
| -5% | -$14.9K | 0.14% | 139 |
|
|
2021
Q4 | $243K | Buy |
+3,897
| New | +$243K | 0.12% | 162 |
|