IA
IFG Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,118
| Closed | -$317K | – | 146 |
|
2024
Q3 | $317K | Hold |
6,118
| – | – | 0.07% | 105 |
|
2024
Q2 | $254K | Hold |
6,118
| – | – | 0.06% | 119 |
|
2024
Q1 | $332K | Buy |
6,118
+74
| +1% | +$4.01K | 0.09% | 97 |
|
2023
Q4 | $310K | Hold |
6,044
| – | – | 0.09% | 95 |
|
2023
Q3 | $351K | Hold |
6,044
| – | – | 0.12% | 84 |
|
2023
Q2 | $387K | Hold |
6,044
| – | – | 0.14% | 77 |
|
2023
Q1 | $419K | Hold |
6,044
| – | – | 0.16% | 71 |
|
2022
Q4 | $435K | Hold |
6,044
| – | – | 0.19% | 64 |
|
2022
Q3 | $430K | Hold |
6,044
| – | – | 0.22% | 62 |
|
2022
Q2 | $465K | Hold |
6,044
| – | – | 0.24% | 58 |
|
2022
Q1 | $441K | Hold |
6,044
| – | – | 0.19% | 72 |
|
2021
Q4 | $377K | Hold |
6,044
| – | – | 0.16% | 76 |
|
2021
Q3 | $358K | Sell |
6,044
-100
| -2% | -$5.92K | 0.16% | 75 |
|
2021
Q2 | $411K | Buy |
6,144
+94
| +2% | +$6.29K | 0.2% | 67 |
|
2021
Q1 | $382K | Buy |
+6,050
| New | +$382K | 0.21% | 62 |
|
2020
Q4 | – | Sell |
-6,044
| Closed | -$365K | – | 84 |
|
2020
Q3 | $365K | Hold |
6,044
| – | – | 0.26% | 52 |
|
2020
Q2 | $355K | Hold |
6,044
| – | – | 0.28% | 51 |
|
2020
Q1 | $337K | Hold |
6,044
| – | – | 0.33% | 48 |
|
2019
Q4 | $388K | Hold |
6,044
| – | – | 0.32% | 33 |
|
2019
Q3 | $306K | Buy |
+6,044
| New | +$306K | 0.28% | 40 |
|