Intrepid Financial Planning Group’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 |
-4,281
| Closed | -$220K | – | 129 |
|
|
2023
Q4 | $220K | Hold |
4,281
| – | – | 0.11% | 107 |
|
|
2023
Q3 | $248K | Buy |
+4,281
| New | +$248K | 0.13% | 98 |
|
|
2023
Q1 | – | Sell |
-2,825
| Closed | -$203K | – | 121 |
|
|
2022
Q4 | $203K | Sell |
2,825
-380
| -12% | -$27.3K | 0.11% | 101 |
|
|
2022
Q3 | $228K | Hold |
3,205
| – | – | 0.13% | 87 |
|
|
2022
Q2 | $247K | Buy |
+3,205
| New | +$247K | 0.14% | 82 |
|