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