Golden State Equity Partners’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 | – | Sell |
-290
| Closed | -$15K | – | 499 |
|
|
2024
Q3 | $15K | Buy |
+290
| New | +$15K | 0.01% | 539 |
|
|
2023
Q4 | – | Sell |
-13,188
| Closed | -$765K | – | 363 |
|
|
2023
Q3 | $765K | Buy |
13,188
+10,839
| +461% | +$629K | 0.21% | 118 |
|
|
2023
Q2 | $150K | Sell |
2,349
-5,249
| -69% | -$336K | 0.04% | 356 |
|
|
2023
Q1 | $527K | Buy |
+7,598
| New | +$527K | 0.29% | 93 |
|
|
2022
Q1 | $1.43M | Buy |
19,611
+12,900
| +192% | +$942K | 0.72% | 35 |
|
|
2021
Q4 | $418K | Buy |
6,711
+408
| +6% | +$25.4K | 0.21% | 101 |
|
|
2021
Q3 | $373K | Sell |
6,303
-11,640
| -65% | -$689K | 0.15% | 137 |
|
|
2021
Q2 | $1.2M | Buy |
17,943
+2,604
| +17% | +$174K | 0.46% | 51 |
|
|
2021
Q1 | $968K | Buy |
+15,339
| New | +$968K | 0.55% | 52 |
|