KCS Wealth Advisory’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 | $1.4M | Sell |
24,038
-2,459
| -9% | -$143K | 0.59% | 48 |
|
|
2023
Q2 | $1.69M | Buy |
26,497
+1,296
| +5% | +$82.9K | 0.59% | 49 |
|
|
2023
Q1 | $1.75M | Buy |
25,201
+792
| +3% | +$54.9K | 0.66% | 43 |
|
|
2022
Q4 | $1.76M | Buy |
24,409
+203
| +0.8% | +$14.6K | 0.73% | 45 |
|
|
2022
Q3 | $1.72M | Sell |
24,206
-1,024
| -4% | -$72.8K | 0.79% | 43 |
|
|
2022
Q2 | $1.94M | Buy |
25,230
+660
| +3% | +$50.8K | 0.86% | 38 |
|
|
2022
Q1 | $1.79M | Buy |
24,570
+1,917
| +8% | +$140K | 0.83% | 46 |
|
|
2021
Q4 | $1.41M | Buy |
22,653
+1,356
| +6% | +$84.5K | 0.57% | 61 |
|
|
2021
Q3 | $1.26M | Buy |
21,297
+1,880
| +10% | +$111K | 0.6% | 60 |
|
|
2021
Q2 | $1.3M | Buy |
19,417
+2,409
| +14% | +$161K | 0.61% | 56 |
|
|
2021
Q1 | $1.07M | Buy |
17,008
+2,443
| +17% | +$154K | 0.55% | 67 |
|
|
2020
Q4 | $903K | Buy |
14,565
+1,564
| +12% | +$97K | 0.6% | 65 |
|
|
2020
Q3 | $784K | Buy |
13,001
+477
| +4% | +$28.8K | 0.63% | 67 |
|
|
2020
Q2 | $736K | Buy |
12,524
+1,322
| +12% | +$77.7K | 0.61% | 66 |
|
|
2020
Q1 | $624K | Buy |
11,202
+2,266
| +25% | +$126K | 0.63% | 61 |
|
|
2019
Q4 | $574K | Buy |
+8,936
| New | +$574K | 0.43% | 97 |
|