Laidlaw 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
Q1 | – | Sell |
-9,342
| Closed | -$479K | – | 182 |
|
|
2023
Q4 | $479K | Sell |
9,342
-1,887
| -17% | -$96.8K | 0.17% | 135 |
|
|
2023
Q3 | $652K | Sell |
11,229
-4,181
| -27% | -$243K | 0.22% | 117 |
|
|
2023
Q2 | $985K | Sell |
15,410
-105
| -0.7% | -$6.72K | 0.19% | 124 |
|
|
2023
Q1 | $1.08M | Buy |
15,515
+81
| +0.5% | +$5.61K | 0.22% | 117 |
|
|
2022
Q4 | $1.11M | Sell |
15,434
-1
| -0% | -$72 | 0.24% | 114 |
|
|
2022
Q3 | $1.1M | Buy |
15,435
+1,512
| +11% | +$107K | 0.26% | 105 |
|
|
2022
Q2 | $1.07M | Buy |
13,923
+597
| +4% | +$46K | 0.22% | 121 |
|
|
2022
Q1 | $973K | Sell |
13,326
-2
| -0% | -$146 | 0.16% | 147 |
|
|
2021
Q4 | $831K | Buy |
+13,328
| New | +$831K | 0.13% | 158 |
|
|
2021
Q1 | – | Sell |
-18,826
| Closed | -$1.17M | – | 234 |
|
|
2020
Q4 | $1.17M | Buy |
18,826
+3,023
| +19% | +$188K | 0.25% | 112 |
|
|
2020
Q3 | $953K | Sell |
15,803
-355
| -2% | -$21.4K | 0.42% | 72 |
|
|
2020
Q2 | $950K | Sell |
16,158
-355
| -2% | -$20.9K | 0.5% | 67 |
|
|
2020
Q1 | $920K | Sell |
16,513
-5,127
| -24% | -$286K | 0.6% | 62 |
|
|
2019
Q4 | $1.39M | Buy |
+21,640
| New | +$1.39M | 0.88% | 33 |
|