Kore Private Wealth’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
$423K Sell
5,956
-515
-8% -$36.6K 0.08% 148
2022
Q2
$498K Buy
6,471
+190
+3% +$14.6K 0.08% 162
2022
Q1
$459K Buy
6,281
+368
+6% +$26.9K 0.06% 180
2021
Q4
$369K Buy
5,913
+313
+6% +$19.5K 0.05% 214
2021
Q3
$331K Sell
5,600
-27
-0.5% -$1.6K 0.03% 309
2021
Q2
$376K Buy
5,627
+539
+11% +$36K 0.04% 272
2021
Q1
$321K Sell
5,088
-2,467
-33% -$156K 0.04% 259
2020
Q4
$469K Buy
7,555
+671
+10% +$41.7K 0.07% 175
2020
Q3
$415K Buy
6,884
+287
+4% +$17.3K 0.08% 156
2020
Q2
$387K Buy
6,597
+78
+1% +$4.58K 0.08% 151
2020
Q1
$363K Buy
6,519
+431
+7% +$24K 0.09% 143
2019
Q4
$391K Buy
6,088
+322
+6% +$20.7K 0.07% 166
2019
Q3
$292K Buy
5,766
+225
+4% +$11.4K 0.07% 177
2019
Q2
$251K Sell
5,541
-890
-14% -$40.3K 0.06% 188
2019
Q1
$307K Buy
6,431
+988
+18% +$47.2K 0.07% 158
2018
Q4
$283K Buy
+5,443
New +$283K 0.08% 163