Janiczek 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
Q2 | $76.4K | Sell |
1,840
-461
| -20% | -$19.1K | 0.02% | 336 |
|
2024
Q1 | $125K | Sell |
2,301
-1,309
| -36% | -$71K | 0.03% | 254 |
|
2023
Q4 | $185K | Buy |
3,610
+708
| +24% | +$36.3K | 0.04% | 169 |
|
2023
Q3 | $168K | Buy |
2,902
+1,125
| +63% | +$65.3K | 0.04% | 168 |
|
2023
Q2 | $114K | Buy |
1,777
+54
| +3% | +$3.45K | 0.03% | 197 |
|
2023
Q1 | $122K | Sell |
1,723
-313
| -15% | -$22.1K | 0.03% | 187 |
|
2022
Q4 | $146K | Sell |
2,036
-161
| -7% | -$11.6K | 0.04% | 164 |
|
2022
Q3 | $151K | Buy |
2,197
+422
| +24% | +$29K | 0.05% | 135 |
|
2022
Q2 | $131K | Buy |
1,775
+475
| +37% | +$35.1K | 0.04% | 163 |
|
2022
Q1 | $95K | Buy |
1,300
+37
| +3% | +$2.7K | 0.03% | 210 |
|
2021
Q4 | $79K | Sell |
1,263
-352
| -22% | -$22K | 0.02% | 224 |
|
2021
Q3 | $96K | Sell |
1,615
-101
| -6% | -$6K | 0.03% | 177 |
|
2021
Q2 | $115K | Buy |
1,716
+61
| +4% | +$4.09K | 0.04% | 136 |
|
2021
Q1 | $104K | Sell |
1,655
-248
| -13% | -$15.6K | 0.04% | 132 |
|
2020
Q4 | $118K | Buy |
1,903
+477
| +33% | +$29.6K | 0.06% | 94 |
|
2020
Q3 | $86K | Buy |
1,426
+255
| +22% | +$15.4K | 0.05% | 73 |
|
2020
Q2 | $69K | Buy |
+1,171
| New | +$69K | 0.04% | 68 |
|