Jay D. Rosenbaum’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 |
-7,721
| Closed | -$494K | – | 64 |
|
2023
Q2 | $494K | Sell |
7,721
-210
| -3% | -$13.4K | 0.79% | 43 |
|
2023
Q1 | $550K | Buy |
7,931
+1,970
| +33% | +$137K | 1.01% | 43 |
|
2022
Q4 | $429K | Buy |
5,961
+581
| +11% | +$41.8K | 0.93% | 45 |
|
2022
Q3 | $382K | Buy |
5,380
+1,453
| +37% | +$103K | 0.88% | 42 |
|
2022
Q2 | $302K | Buy |
+3,927
| New | +$302K | 0.58% | 48 |
|