Kelly Financial Services’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-116
| Closed | -$4.81K | – | 193 |
|
|
2024
Q2 | $4.81K | Buy |
116
+2
| +2% | +$89 | ﹤0.01% | 499 |
|
|
2024
Q1 | $6.19K | Buy |
114
+1
| +0.9% | +$51 | ﹤0.01% | 480 |
|
|
2023
Q4 | $5.79K | Sell |
113
-55
| -33% | -$2.89K | ﹤0.01% | 461 |
|
|
2023
Q3 | $9.78K | Buy |
168
+1
| +0.6% | +$61 | ﹤0.01% | 373 |
|
|
2023
Q2 | $10.7K | Buy |
167
+1
| +0.6% | +$67 | 0.01% | 357 |
|
|
2023
Q1 | $11.5K | Buy |
166
+2
| +1% | +$141 | 0.01% | 341 |
|
|
2022
Q4 | $11.8K | Sell |
164
-42
| -20% | -$3.17K | 0.01% | 316 |
|
|
2022
Q3 | $14.7K | Buy |
206
+1
| +0.5% | +$73 | 0.01% | 286 |
|
|
2022
Q2 | $15.8K | Buy |
205
+70
| +52% | +$5.33K | 0.01% | 277 |
|
|
2022
Q1 | $9.88K | Sell |
135
-21
| -13% | -$1.41K | ﹤0.01% | 343 |
|
|
2021
Q4 | $9.75K | Hold |
156
| – | – | ﹤0.01% | 348 |
|
|
2021
Q3 | $9.22K | Sell |
156
-14,828
| -99% | -$977K | 0.01% | 343 |
|
|
2021
Q2 | $224K | Buy |
14,984
+14,760
| +6,589% | +$962K | 0.01% | 285 |
|
|
2021
Q1 | $14.1K | Sell |
224
-11
| -5% | -$684 | 0.01% | 255 |
|
|
2020
Q4 | $14.6K | Buy |
235
+12
| +5% | +$738 | 0.01% | 226 |
|
|
2020
Q3 | $13.4K | Sell |
223
-124
| -36% | -$7.46K | 0.01% | 220 |
|
|
2020
Q2 | $20.4K | Sell |
347
-32
| -8% | -$1.91K | 0.02% | 160 |
|
|
2020
Q1 | $21.2K | Sell |
379
-25
| -6% | -$1.53K | 0.03% | 125 |
|
|
2019
Q4 | $25.9K | Buy |
404
+151
| +60% | +$8.65K | 0.02% | 135 |
|
|
2019
Q3 | $12.9K | Hold |
253
| – | – | 0.01% | 196 |
|
|
2019
Q2 | $11.5K | Buy |
253
+21
| +9% | +$978 | 0.01% | 209 |
|
|
2019
Q1 | $11.1K | Buy |
+232
| New | +$11.6K | 0.01% | 211 |
|
Other funds holding BMY
