Icon Wealth Partners’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
Q2 | – | Sell |
-3,145
| Closed | -$230K | – | 305 |
|
|
2022
Q1 | $230K | Buy |
+3,145
| New | +$230K | 0.02% | 298 |
|
|
2021
Q3 | – | Sell |
-3,226
| Closed | -$216K | – | 339 |
|
|
2021
Q2 | $216K | Sell |
3,226
-328
| -9% | -$22K | 0.02% | 335 |
|
|
2021
Q1 | $224K | Buy |
+3,554
| New | +$224K | 0.03% | 310 |
|
|
2020
Q3 | – | Sell |
-8,273
| Closed | -$486K | – | 261 |
|
|
2020
Q2 | $486K | Buy |
+8,273
| New | +$486K | 0.12% | 130 |
|
|
2019
Q2 | – | Sell |
-60
| Closed | -$3K | – | 244 |
|
|
2019
Q1 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 797 |
|
|
2018
Q3 | – | Sell |
-32
| Closed | -$2K | – | 331 |
|
|
2018
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 794 |
|
|
2018
Q1 | – | Sell |
-32
| Closed | -$2K | – | 321 |
|
|
2017
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 822 |
|