Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-385
| Closed | -$19.8K | – | 174 |
|
|
2023
Q4 | $19.8K | Buy |
385
+108
| +39% | +$5.54K | 0.01% | 245 |
|
|
2023
Q3 | $16.1K | Hold |
277
| – | – | ﹤0.01% | 266 |
|
|
2023
Q2 | $17.7K | Buy |
+277
| New | +$17.7K | ﹤0.01% | 255 |
|
|
2022
Q3 | – | Sell |
-277
| Closed | -$21K | – | 179 |
|
|
2022
Q2 | $21K | Hold |
277
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $20K | Hold |
277
| – | – | 0.01% | 256 |
|
|
2021
Q4 | $17K | Hold |
277
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $16K | Hold |
277
| – | – | 0.01% | 276 |
|
|
2021
Q2 | $19K | Hold |
277
| – | – | 0.01% | 246 |
|
|
2021
Q1 | $17K | Sell |
277
-35
| -11% | -$2.15K | 0.01% | 258 |
|
|
2020
Q4 | $19K | Buy |
312
+35
| +13% | +$2.13K | 0.01% | 238 |
|
|
2020
Q3 | $17K | Sell |
277
-1,800
| -87% | -$110K | 0.01% | 237 |
|
|
2020
Q2 | $122K | Sell |
2,077
-196
| -9% | -$11.5K | 0.05% | 137 |
|
|
2020
Q1 | $127K | Hold |
2,273
| – | – | 0.06% | 116 |
|
|
2019
Q4 | $146K | Buy |
2,273
+394
| +21% | +$25.3K | 0.06% | 122 |
|
|
2019
Q3 | $95K | Hold |
1,879
| – | – | 0.04% | 138 |
|
|
2019
Q2 | $85K | Sell |
1,879
-175
| -9% | -$7.92K | 0.04% | 145 |
|
|
2019
Q1 | $98K | Sell |
2,054
-2,659
| -56% | -$127K | 0.05% | 164 |
|
|
2018
Q4 | $245K | Buy |
+4,713
| New | +$245K | 0.14% | 118 |
|