HC Advisors’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
Q2 | – | Sell |
-8,898
| Closed | -$483K | – | 54 |
|
|
2024
Q1 | $483K | Buy |
8,898
+450
| +5% | +$24.4K | 0.23% | 57 |
|
|
2023
Q4 | $433K | Buy |
8,448
+155
| +2% | +$7.95K | 0.24% | 56 |
|
|
2023
Q3 | $481K | Buy |
8,293
+265
| +3% | +$15.4K | 0.29% | 53 |
|
|
2023
Q2 | $513K | Buy |
8,028
+85
| +1% | +$5.44K | 0.3% | 52 |
|
|
2023
Q1 | $551K | Buy |
7,943
+122
| +2% | +$8.46K | 0.34% | 49 |
|
|
2022
Q4 | $563K | Buy |
7,821
+3,000
| +62% | +$216K | 0.38% | 45 |
|
|
2022
Q3 | $343K | Sell |
4,821
-55
| -1% | -$3.91K | 0.24% | 56 |
|
|
2022
Q2 | $375K | Sell |
4,876
-195
| -4% | -$15K | 0.27% | 52 |
|
|
2022
Q1 | $370K | Buy |
+5,071
| New | +$370K | 0.23% | 56 |
|