Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,285
| Closed | -$210K | – | 145 |
|
|
2023
Q2 | $210K | Hold |
3,285
| – | – | 0.11% | 132 |
|
|
2023
Q1 | $228K | Hold |
3,285
| – | – | 0.13% | 121 |
|
|
2022
Q4 | $236K | Hold |
3,285
| – | – | 0.15% | 120 |
|
|
2022
Q3 | $234K | Hold |
3,285
| – | – | 0.16% | 110 |
|
|
2022
Q2 | $254K | Sell |
3,285
-352
| -10% | -$27.2K | 0.17% | 98 |
|
|
2022
Q1 | $265K | Hold |
3,637
| – | – | 0.16% | 104 |
|
|
2021
Q4 | $242K | Buy |
+3,637
| New | +$242K | 0.15% | 104 |
|