GA
Goldstein Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,090
| Closed | -$466K | – | 179 |
|
|
2023
Q4 | $466K | Sell |
9,090
-400
| -4% | -$20.5K | 0.08% | 108 |
|
|
2023
Q3 | $551K | Buy |
9,490
+384
| +4% | +$22.3K | 0.12% | 69 |
|
|
2023
Q2 | $582K | Hold |
9,106
| – | – | 0.12% | 68 |
|
|
2023
Q1 | $631K | Hold |
9,106
| – | – | 0.14% | 63 |
|
|
2022
Q4 | $655K | Buy |
+9,106
| New | +$655K | 0.16% | 61 |
|