Kolinsky 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
Q4 | $204K | Buy |
+3,609
| New | +$204K | 0.12% | 169 |
|
|
2023
Q4 | – | Sell |
-4,098
| Closed | -$238K | – | 136 |
|
|
2023
Q3 | $238K | Sell |
4,098
-764
| -16% | -$44.3K | 0.24% | 106 |
|
|
2023
Q2 | $311K | Sell |
4,862
-634
| -12% | -$40.6K | 0.3% | 83 |
|
|
2023
Q1 | $381K | Buy |
5,496
+84
| +2% | +$5.82K | 0.4% | 58 |
|
|
2022
Q4 | $389K | Buy |
5,412
+753
| +16% | +$54.1K | 0.44% | 53 |
|
|
2022
Q3 | $331K | Buy |
4,659
+700
| +18% | +$49.7K | 0.41% | 55 |
|
|
2022
Q2 | $305K | Sell |
3,959
-239
| -6% | -$18.4K | 0.36% | 66 |
|
|
2022
Q1 | $307K | Sell |
4,198
-218
| -5% | -$15.9K | 0.3% | 77 |
|
|
2021
Q4 | $275K | Buy |
+4,416
| New | +$275K | 0.25% | 103 |
|