Jacobson & Schmitt Advisors’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
Q2 | – | Sell |
-3,000
| Closed | -$208K | – | 62 |
|
|
2023
Q1 | $208K | Hold |
3,000
| – | – | 0.06% | 63 |
|
|
2022
Q4 | $213K | Hold |
3,000
| – | – | 0.07% | 53 |
|
|
2022
Q3 | $213K | Hold |
3,000
| – | – | 0.07% | 53 |
|
|
2022
Q2 | $231K | Hold |
3,000
| – | – | 0.07% | 48 |
|
|
2022
Q1 | $219K | Buy |
+3,000
| New | +$219K | 0.06% | 59 |
|