Kowal Investment Group’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
Q4 | – | Sell |
-5,174
| Closed | -$300K | – | 164 |
|
|
2023
Q3 | $300K | Sell |
5,174
-1,566
| -23% | -$90.9K | 0.08% | 111 |
|
|
2023
Q2 | $431K | Buy |
6,740
+2
| +0% | +$128 | 0.12% | 88 |
|
|
2023
Q1 | $467K | Buy |
6,738
+470
| +7% | +$32.6K | 0.13% | 80 |
|
|
2022
Q4 | $451K | Buy |
6,268
+710
| +13% | +$51.1K | 0.13% | 85 |
|
|
2022
Q3 | $395K | Buy |
5,558
+666
| +14% | +$47.3K | 0.13% | 80 |
|
|
2022
Q2 | $377K | Buy |
4,892
+1,871
| +62% | +$144K | 0.12% | 84 |
|
|
2022
Q1 | $221K | Buy |
+3,021
| New | +$221K | 0.07% | 118 |
|
|
2021
Q4 | – | Sell |
-854
| Closed | -$51K | – | 231 |
|
|
2021
Q3 | $51K | Buy |
+854
| New | +$51K | 0.02% | 240 |
|