Geller 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
Q4 | $347K | Buy |
6,132
+156
| +3% | +$8.82K | 0.02% | 182 |
|
|
2024
Q3 | $309K | Buy |
5,976
+958
| +19% | +$49.6K | 0.02% | 199 |
|
|
2024
Q2 | $208K | Sell |
5,018
-4,658
| -48% | -$193K | 0.02% | 258 |
|
|
2024
Q1 | $525K | Buy |
9,676
+914
| +10% | +$49.6K | 0.04% | 134 |
|
|
2023
Q4 | $450K | Sell |
8,762
-913
| -9% | -$46.8K | 0.04% | 145 |
|
|
2023
Q3 | $562K | Sell |
9,675
-1,369
| -12% | -$79.5K | 0.07% | 100 |
|
|
2023
Q2 | $706K | Buy |
11,044
+2,927
| +36% | +$187K | 0.09% | 73 |
|
|
2023
Q1 | $563K | Buy |
8,117
+1,330
| +20% | +$92.2K | 0.08% | 59 |
|
|
2022
Q4 | $488K | Buy |
6,787
+292
| +4% | +$21K | 0.08% | 56 |
|
|
2022
Q3 | $462K | Buy |
6,495
+79
| +1% | +$5.62K | 0.1% | 53 |
|
|
2022
Q2 | $497K | Buy |
6,416
+14
| +0.2% | +$1.08K | 0.1% | 52 |
|
|
2022
Q1 | $471K | Buy |
6,402
+253
| +4% | +$18.6K | 0.09% | 61 |
|
|
2021
Q4 | $383K | Buy |
6,149
+243
| +4% | +$15.1K | 0.07% | 86 |
|
|
2021
Q3 | $352K | Buy |
+5,906
| New | +$352K | 0.08% | 87 |
|
|
2021
Q1 | – | Sell |
-4,402
| Closed | -$382K | – | 125 |
|
|
2020
Q4 | $382K | Hold |
4,402
| – | – | 0.1% | 59 |
|
|
2020
Q3 | $265K | Sell |
4,402
-750
| -15% | -$45.2K | 0.08% | 64 |
|
|
2020
Q2 | $303K | Buy |
+5,152
| New | +$303K | 0.09% | 54 |
|