Independent Solutions Wealth Management’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
Q1 | – | Sell |
-4,920
| Closed | -$252K | – | 172 |
|
|
2023
Q4 | $252K | Sell |
4,920
-9,490
| -66% | -$487K | 0.06% | 149 |
|
|
2023
Q3 | $836K | Buy |
+14,410
| New | +$836K | 0.22% | 101 |
|
|
2023
Q2 | – | Sell |
-4,945
| Closed | -$343K | – | 220 |
|
|
2023
Q1 | $343K | Buy |
4,945
+927
| +23% | +$64.3K | 0.1% | 147 |
|
|
2022
Q4 | $289K | Buy |
4,018
+46
| +1% | +$3.31K | 0.09% | 167 |
|
|
2022
Q3 | $282K | Buy |
3,972
+113
| +3% | +$8.03K | 0.09% | 164 |
|
|
2022
Q2 | $297K | Buy |
+3,859
| New | +$297K | 0.09% | 164 |
|
|
2021
Q4 | – | Sell |
-5,929
| Closed | -$351K | – | 230 |
|
|
2021
Q3 | $351K | Buy |
5,929
+1,000
| +20% | +$59.2K | 0.09% | 166 |
|
|
2021
Q2 | $329K | Buy |
+4,929
| New | +$329K | 0.08% | 165 |
|