Halpern Financial’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 |
-100
| Closed | -$6.4K | – | 219 |
|
|
2023
Q2 | $6.4K | Hold |
100
| – | – | ﹤0.01% | 200 |
|
|
2023
Q1 | $6.93K | Sell |
100
-100
| -50% | -$6.93K | ﹤0.01% | 140 |
|
|
2022
Q4 | $14.4K | Hold |
200
| – | – | 0.01% | 122 |
|
|
2022
Q3 | $14.2K | Hold |
200
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $15.4K | Sell |
200
-100
| -33% | -$7.7K | 0.01% | 138 |
|
|
2022
Q1 | $21.9K | Hold |
300
| – | – | 0.01% | 135 |
|
|
2021
Q4 | $18.7K | Hold |
300
| – | – | 0.01% | 145 |
|
|
2021
Q3 | $17.8K | Sell |
300
-321
| -52% | -$19K | 0.01% | 126 |
|
|
2021
Q2 | $41.5K | Buy |
621
+400
| +181% | +$26.7K | 0.02% | 72 |
|
|
2021
Q1 | $14K | Buy |
+221
| New | +$14K | 0.01% | 120 |
|