FRG Family Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,596
| Closed | -$70.1K | – | 171 |
|
|
2024
Q1 | $70.1K | Buy |
+1,596
| New | +$70.1K | 0.01% | 183 |
|
|
2023
Q2 | – | Sell |
-2,916
| Closed | -$202K | – | 140 |
|
|
2023
Q1 | $202K | Hold |
2,916
| – | – | 0.05% | 140 |
|
|
2022
Q4 | $210K | Sell |
2,916
-70
| -2% | -$5.04K | 0.05% | 136 |
|
|
2022
Q3 | $212K | Hold |
2,986
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $230K | Sell |
2,986
-215
| -7% | -$16.6K | 0.05% | 133 |
|
|
2022
Q1 | $234K | Sell |
3,201
-100
| -3% | -$7.31K | 0.05% | 137 |
|
|
2021
Q4 | $206K | Sell |
3,301
-8,545
| -72% | -$533K | 0.04% | 142 |
|
|
2021
Q3 | $701K | Sell |
11,846
-815
| -6% | -$48.2K | 0.14% | 90 |
|
|
2021
Q2 | $846K | Sell |
12,661
-2,515
| -17% | -$168K | 0.16% | 86 |
|
|
2021
Q1 | $958K | Sell |
15,176
-800
| -5% | -$50.5K | 0.2% | 74 |
|
|
2020
Q4 | $991K | Sell |
15,976
-155
| -1% | -$9.62K | 0.22% | 71 |
|
|
2020
Q3 | $973K | Buy |
16,131
+3,280
| +26% | +$198K | 0.24% | 71 |
|
|
2020
Q2 | $756K | Buy |
+12,851
| New | +$756K | 0.2% | 78 |
|