HealthInvest 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
Q1 | – | Sell |
-88,000
| Closed | -$4.52M | – | 45 |
|
|
2023
Q4 | $4.52M | Buy |
+88,000
| New | +$4.52M | 3.53% | 12 |
|
|
2022
Q4 | $4.68M | Sell |
65,000
-33,000
| -34% | -$2.37M | 9.03% | 8 |
|
|
2022
Q3 | $6.97M | Buy |
98,000
+54,000
| +123% | +$3.84M | 14.72% | 2 |
|
|
2022
Q2 | $3.39M | Sell |
44,000
-38,000
| -46% | -$2.93M | 7.81% | 6 |
|
|
2022
Q1 | $5.99M | Sell |
82,000
-18,000
| -18% | -$1.31M | 9.53% | 3 |
|
|
2021
Q4 | $6.24M | Buy |
100,000
+72,000
| +257% | +$4.49M | 8.79% | 7 |
|
|
2021
Q3 | $1.66M | Sell |
28,000
-119,000
| -81% | -$7.04M | 2.48% | 12 |
|
|
2021
Q2 | $9.82M | Buy |
147,000
+47,000
| +47% | +$3.14M | 9.31% | 6 |
|
|
2021
Q1 | $6.31M | Sell |
100,000
-46,000
| -32% | -$2.9M | 5.03% | 14 |
|
|
2020
Q4 | $9.06M | Buy |
+146,000
| New | +$9.06M | 6% | 11 |
|
|
2017
Q4 | $2.66M | Buy |
+43,400
| New | +$2.66M | 5.61% | 15 |
|