Heritage Wealth Management (Arizona)’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $81.3K | Buy |
1,131
+585
| +107% | +$42.1K | 0.01% | 439 |
|
|
2022
Q3 | $39K | Sell |
546
-30
| -5% | -$2.14K | 0.01% | 434 |
|
|
2022
Q2 | $44.4K | Buy |
576
+29
| +5% | +$2.23K | 0.01% | 443 |
|
|
2022
Q1 | $40K | Buy |
+547
| New | +$40K | 0.01% | 503 |
|
|
2021
Q3 | $37K | Buy |
633
+17
| +3% | +$994 | 0.01% | 487 |
|
|
2021
Q2 | $41K | Sell |
616
-2,153
| -78% | -$143K | 0.02% | 480 |
|
|
2021
Q1 | $175K | Buy |
+2,769
| New | +$175K | 0.1% | 183 |
|