Johnson & White 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 | – | Sell |
-11,833
| Closed | -$642K | – | 52 |
|
|
2024
Q1 | $642K | Buy |
11,833
+2,612
| +28% | +$142K | 0.47% | 52 |
|
|
2023
Q4 | $473K | Sell |
9,221
-1,598
| -15% | -$82K | 0.39% | 53 |
|
|
2023
Q3 | $628K | Buy |
+10,819
| New | +$628K | 0.57% | 45 |
|
|
2023
Q2 | – | Sell |
-10,417
| Closed | -$722K | – | 42 |
|
|
2023
Q1 | $722K | Buy |
+10,417
| New | +$722K | 0.64% | 36 |
|
|
2022
Q4 | – | Sell |
-10,635
| Closed | -$756K | – | 83 |
|
|
2022
Q3 | $756K | Buy |
+10,635
| New | +$756K | 0.85% | 29 |
|