Householder Group Estate & Retirement Specialist’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
Q4 | $6K | Sell |
113
-4,743
| -98% | -$252K | ﹤0.01% | 408 |
|
|
2024
Q3 | $251K | Sell |
4,856
-1,692
| -26% | -$87.5K | 0.07% | 215 |
|
|
2024
Q2 | $271K | Sell |
6,548
-1,238
| -16% | -$51.2K | 0.08% | 202 |
|
|
2024
Q1 | $422K | Sell |
7,786
-43
| -0.5% | -$2.33K | 0.13% | 154 |
|
|
2023
Q4 | $401K | Sell |
7,829
-335
| -4% | -$17.2K | 0.13% | 147 |
|
|
2023
Q3 | $474K | Buy |
+8,164
| New | +$474K | 0.17% | 109 |
|
|
2023
Q1 | $932K | Buy |
+13,442
| New | +$932K | 0.36% | 63 |
|
|
2022
Q4 | – | Sell |
-14,051
| Closed | -$998K | – | 411 |
|
|
2022
Q3 | $998K | Buy |
14,051
+66
| +0.5% | +$4.69K | 0.41% | 55 |
|
|
2022
Q2 | $1.08M | Buy |
13,985
+64
| +0.5% | +$4.93K | 0.48% | 48 |
|
|
2022
Q1 | $1.02M | Buy |
13,921
+75
| +0.5% | +$5.48K | 0.41% | 62 |
|
|
2021
Q4 | $863K | Buy |
+13,846
| New | +$863K | 0.32% | 87 |
|