Joseph P. Lucia & Associates’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,531
| Closed | -$118K | – | 140 |
|
|
2022
Q2 | $118K | Buy |
1,531
+1,001
| +189% | +$77.2K | 0.08% | 132 |
|
|
2022
Q1 | $39K | Buy |
+530
| New | +$39K | 0.02% | 209 |
|
|
2021
Q4 | – | Sell |
-301
| Closed | -$18K | – | 173 |
|
|
2021
Q3 | $18K | Buy |
301
+1
| +0.3% | +$60 | 0.01% | 316 |
|
|
2021
Q2 | $20K | Buy |
300
+1
| +0.3% | +$67 | 0.01% | 312 |
|
|
2021
Q1 | $19K | Buy |
299
+1
| +0.3% | +$64 | 0.01% | 297 |
|
|
2020
Q4 | $19K | Buy |
+298
| New | +$19K | 0.01% | 272 |
|
|
2020
Q3 | – | Sell |
-306
| Closed | -$18K | – | 124 |
|
|
2020
Q2 | $18K | Buy |
306
+1
| +0.3% | +$59 | 0.02% | 250 |
|
|
2020
Q1 | $17K | Sell |
305
-17
| -5% | -$948 | 0.02% | 235 |
|
|
2019
Q4 | $21K | Buy |
322
+120
| +59% | +$7.83K | 0.02% | 236 |
|
|
2019
Q3 | $10K | Hold |
202
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $9K | Sell |
202
-8,781
| -98% | -$391K | 0.01% | 311 |
|
|
2019
Q1 | $192 | Buy |
+8,983
| New | +$192 | 0.01% | 223 |
|