Kiley Juergens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,688
| Closed | -$683K | – | 73 |
|
|
2023
Q2 | $683K | Buy |
10,688
+145
| +1% | +$9.27K | 0.24% | 58 |
|
|
2023
Q1 | $731K | Buy |
+10,543
| New | +$731K | 0.27% | 56 |
|
|
2018
Q4 | – | Sell |
-4,854
| Closed | -$301K | – | 111 |
|
|
2018
Q3 | $301K | Sell |
4,854
-60
| -1% | -$3.72K | 0.22% | 73 |
|
|
2018
Q2 | $271K | Buy |
4,914
+126
| +3% | +$6.95K | 0.24% | 67 |
|
|
2018
Q1 | $302K | Sell |
4,788
-194
| -4% | -$12.2K | 0.33% | 60 |
|
|
2017
Q4 | $305K | Buy |
+4,982
| New | +$305K | 0.27% | 60 |
|