HWM
Howard Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,638
| Closed | -$211K | – | 101 |
|
|
2023
Q3 | $211K | Sell |
3,638
-38
| -1% | -$2.21K | 0.19% | 89 |
|
|
2023
Q2 | $235K | Hold |
3,676
| – | – | 0.2% | 90 |
|
|
2023
Q1 | $255K | Buy |
3,676
+38
| +1% | +$2.63K | 0.21% | 91 |
|
|
2022
Q4 | $262K | Sell |
3,638
-40
| -1% | -$2.88K | 0.21% | 89 |
|
|
2022
Q3 | $261K | Buy |
+3,678
| New | +$261K | 0.18% | 97 |
|
|
2022
Q2 | – | Sell |
-3,678
| Closed | -$268K | – | 66 |
|
|
2022
Q1 | $268K | Hold |
3,678
| – | – | 0.15% | 108 |
|
|
2021
Q4 | $229K | Sell |
3,678
-50
| -1% | -$3.11K | 0.12% | 122 |
|
|
2021
Q3 | $220K | Sell |
3,728
-125
| -3% | -$7.38K | 0.12% | 117 |
|
|
2021
Q2 | $257K | Sell |
3,853
-25
| -0.6% | -$1.67K | 0.14% | 113 |
|
|
2021
Q1 | $244K | Sell |
3,878
-130
| -3% | -$8.18K | 0.14% | 115 |
|
|
2020
Q4 | $248K | Sell |
4,008
-23
| -0.6% | -$1.42K | 0.15% | 111 |
|
|
2020
Q3 | $243K | Sell |
4,031
-249
| -6% | -$15K | 0.17% | 107 |
|
|
2020
Q2 | $251K | Sell |
4,280
-70
| -2% | -$4.11K | 0.21% | 97 |
|
|
2020
Q1 | $242K | Sell |
4,350
-192
| -4% | -$10.7K | 0.25% | 86 |
|
|
2019
Q4 | $291K | Buy |
+4,542
| New | +$291K | 0.24% | 83 |
|