GGM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,709
| Closed | -$215K | – | 139 |
|
|
2023
Q3 | $215K | Buy |
3,709
+14
| +0.4% | +$813 | 0.09% | 126 |
|
|
2023
Q2 | $232K | Buy |
+3,695
| New | +$232K | 0.09% | 130 |
|
|
2023
Q1 | – | Sell |
-3,669
| Closed | -$268K | – | 71 |
|
|
2022
Q4 | $268K | Sell |
3,669
-739
| -17% | -$54K | 0.14% | 105 |
|
|
2022
Q3 | $320K | Buy |
4,408
+11
| +0.3% | +$799 | 0.17% | 98 |
|
|
2022
Q2 | $329K | Buy |
4,397
+11
| +0.3% | +$823 | 0.18% | 92 |
|
|
2022
Q1 | $335K | Buy |
4,386
+12
| +0.3% | +$917 | 0.17% | 106 |
|
|
2021
Q4 | $286K | Buy |
4,374
+263
| +6% | +$17.2K | 0.23% | 77 |
|
|
2021
Q3 | $237K | Buy |
4,111
+10
| +0.2% | +$577 | 0.19% | 84 |
|
|
2021
Q2 | $275K | Buy |
4,101
+112
| +3% | +$7.51K | 0.23% | 74 |
|
|
2021
Q1 | $249K | Buy |
3,989
+761
| +24% | +$47.5K | 0.2% | 74 |
|
|
2020
Q4 | $208K | Buy |
+3,228
| New | +$208K | 0.21% | 67 |
|