GSB Wealth Management’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
-4,121
Closed -$239K 207
2023
Q3
$239K Sell
4,121
-10,089
-71% -$586K 0.08% 180
2023
Q2
$909K Sell
14,210
-218
-2% -$13.9K 0.3% 102
2023
Q1
$1M Sell
14,428
-5,295
-27% -$367K 0.33% 100
2022
Q4
$1.42M Sell
19,723
-1,162
-6% -$83.6K 0.51% 72
2022
Q3
$1.49M Sell
20,885
-88
-0.4% -$6.26K 0.54% 69
2022
Q2
$1.62M Sell
20,973
-5,630
-21% -$434K 0.55% 65
2022
Q1
$1.94M Sell
26,603
-1,194
-4% -$87.2K 0.57% 60
2021
Q4
$1.73M Sell
27,797
-2,773
-9% -$173K 0.5% 72
2021
Q3
$1.81M Sell
30,570
-1,049
-3% -$62.1K 0.93% 31
2021
Q2
$2.11M Buy
31,619
+1,930
+7% +$129K 0.66% 48
2021
Q1
$1.87M Buy
29,689
+25,089
+545% +$1.58M 0.62% 52
2020
Q4
$285K Hold
4,600
1.28% 28
2020
Q3
$277K Hold
4,600
1.26% 32
2020
Q2
$270K Hold
4,600
1.51% 27
2020
Q1
$256K Hold
4,600
1.87% 21
2019
Q4
$295K Hold
4,600
1.21% 29
2019
Q3
$233K Hold
4,600
1.13% 37
2019
Q2
$209K Hold
4,600
1.09% 44
2019
Q1
$219K Hold
4,600
0.94% 47
2018
Q4
$239K Hold
4,600
1.26% 38
2018
Q3
$286K Hold
4,600
1.18% 36
2018
Q2
$255K Hold
4,600
1.21% 38
2018
Q1
$291K Hold
4,600
1.4% 32
2017
Q4
$282K Hold
4,600
1.27% 34
2017
Q3
$293K Hold
4,600
1.39% 34
2017
Q2
$256K Hold
4,600
1.16% 43
2017
Q1
$250K Hold
4,600
1.06% 49
2016
Q4
$269K Buy
+4,600
New +$269K 1.05% 50