Heron Financial Group’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
Q2 | $385K | Sell |
6,027
-60
| -1% | -$3.84K | 0.21% | 99 |
|
|
2023
Q1 | $422K | Sell |
6,087
-954
| -14% | -$66.1K | 0.23% | 90 |
|
|
2022
Q4 | $506K | Sell |
7,041
-200
| -3% | -$14.4K | 0.34% | 63 |
|
|
2022
Q3 | $515K | Buy |
7,241
+200
| +3% | +$14.2K | 0.32% | 72 |
|
|
2022
Q2 | $542K | Sell |
7,041
-2,060
| -23% | -$159K | 0.33% | 73 |
|
|
2022
Q1 | $665K | Hold |
9,101
| – | – | 0.35% | 62 |
|
|
2021
Q4 | $593K | Sell |
9,101
-145
| -2% | -$9.45K | 0.32% | 69 |
|
|
2021
Q3 | $547K | Sell |
9,246
-10
| -0.1% | -$592 | 0.3% | 72 |
|
|
2021
Q2 | $618K | Sell |
9,256
-135
| -1% | -$9.01K | 0.35% | 65 |
|
|
2021
Q1 | $591K | Buy |
9,391
+250
| +3% | +$15.7K | 0.36% | 65 |
|
|
2020
Q4 | $570K | Sell |
9,141
-435
| -5% | -$27.1K | 0.39% | 64 |
|
|
2020
Q3 | $567K | Sell |
9,576
-107
| -1% | -$6.34K | 0.45% | 58 |
|
|
2020
Q2 | $556K | Sell |
9,683
-339
| -3% | -$19.5K | 0.5% | 48 |
|
|
2020
Q1 | $602K | Sell |
10,022
-145
| -1% | -$8.71K | 0.62% | 45 |
|
|
2019
Q4 | $681K | Buy |
+10,167
| New | +$681K | 0.56% | 45 |
|