IRON Financial’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
Q3 | – | Sell |
-13,870
| Closed | -$576K | – | 110 |
|
|
2024
Q2 | $576K | Buy |
13,870
+340
| +3% | +$14.1K | 0.32% | 56 |
|
|
2024
Q1 | $734K | Buy |
13,530
+3,060
| +29% | +$166K | 0.41% | 46 |
|
|
2023
Q4 | $537K | Sell |
10,470
-509
| -5% | -$26.1K | 0.3% | 56 |
|
|
2023
Q3 | $637K | Buy |
10,979
+926
| +9% | +$53.7K | 0.37% | 49 |
|
|
2023
Q2 | $643K | Sell |
10,053
-70
| -0.7% | -$4.48K | 0.35% | 53 |
|
|
2023
Q1 | $702K | Buy |
+10,123
| New | +$702K | 0.39% | 50 |
|