IAM Advisory’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
Q3 | – | Sell |
-20,063
| Closed | -$1.28M | – | 96 |
|
|
2023
Q2 | $1.28M | Buy |
20,063
+1,370
| +7% | +$87.6K | 0.44% | 39 |
|
|
2023
Q1 | $1.3M | Buy |
18,693
+2,067
| +12% | +$143K | 0.45% | 37 |
|
|
2022
Q4 | $1.2M | Buy |
16,626
+814
| +5% | +$58.6K | 0.44% | 34 |
|
|
2022
Q3 | $1.12M | Buy |
15,812
+1,427
| +10% | +$101K | 0.47% | 34 |
|
|
2022
Q2 | $1.11M | Buy |
14,385
+556
| +4% | +$42.8K | 0.46% | 34 |
|
|
2022
Q1 | $1.01M | Buy |
13,829
+584
| +4% | +$42.7K | 0.41% | 39 |
|
|
2021
Q4 | $862K | Buy |
13,245
+1,632
| +14% | +$106K | 0.34% | 46 |
|
|
2021
Q3 | $667K | Buy |
+11,613
| New | +$667K | 0.28% | 53 |
|
|
2021
Q2 | – | Sell |
-10,504
| Closed | -$667K | – | 54 |
|
|
2021
Q1 | $667K | Buy |
10,504
+327
| +3% | +$20.8K | 0.29% | 49 |
|
|
2020
Q4 | $631K | Buy |
+10,177
| New | +$631K | 0.32% | 47 |
|