GM 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 |
-3,357
| Closed | -$215K | – | 194 |
|
2023
Q2 | $215K | Sell |
3,357
-80
| -2% | -$5.12K | 0.02% | 178 |
|
2023
Q1 | $238K | Buy |
+3,437
| New | +$238K | 0.02% | 170 |
|
2022
Q2 | – | Sell |
-3,376
| Closed | -$247K | – | 182 |
|
2022
Q1 | $247K | Sell |
3,376
-2
| -0.1% | -$146 | 0.03% | 166 |
|
2021
Q4 | $211K | Hold |
3,378
| – | – | 0.02% | 189 |
|
2021
Q3 | $200K | Hold |
3,378
| – | – | 0.02% | 190 |
|
2021
Q2 | $226K | Sell |
3,378
-398
| -11% | -$26.6K | 0.02% | 184 |
|
2021
Q1 | $238K | Buy |
+3,776
| New | +$238K | 0.03% | 173 |
|
2020
Q4 | – | Sell |
-3,814
| Closed | -$230K | – | 178 |
|
2020
Q3 | $230K | Sell |
3,814
-2,200
| -37% | -$133K | 0.04% | 144 |
|
2020
Q2 | $354K | Buy |
6,014
+613
| +11% | +$36.1K | 0.07% | 125 |
|
2020
Q1 | $301K | Buy |
5,401
+2,200
| +69% | +$123K | 0.08% | 94 |
|
2019
Q4 | $205K | Buy |
+3,201
| New | +$205K | 0.06% | 92 |
|
2017
Q1 | – | Sell |
-3,514
| Closed | -$205K | – | 110 |
|
2016
Q4 | $205K | Buy |
+3,514
| New | +$205K | 0.07% | 105 |
|