Lee Financial’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 |
-1,942
| Closed | -$99.6K | – | 239 |
|
|
2023
Q4 | $99.6K | Buy |
1,942
+42
| +2% | +$2.16K | 0.02% | 178 |
|
|
2023
Q3 | $110K | Hold |
1,900
| – | – | 0.02% | 156 |
|
|
2023
Q2 | $122K | Hold |
1,900
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $132K | Sell |
1,900
-41
| -2% | -$2.84K | 0.02% | 150 |
|
|
2022
Q4 | $140K | Hold |
1,941
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $138K | Sell |
1,941
-7
| -0.4% | -$498 | 0.03% | 166 |
|
|
2022
Q2 | $150K | Buy |
1,948
+21
| +1% | +$1.62K | 0.03% | 161 |
|
|
2022
Q1 | $141K | Sell |
1,927
-208
| -10% | -$15.2K | 0.03% | 169 |
|
|
2021
Q4 | $133K | Buy |
2,135
+1,550
| +265% | +$96.6K | 0.03% | 170 |
|
|
2021
Q3 | $35K | Buy |
585
+85
| +17% | +$5.09K | 0.01% | 262 |
|
|
2021
Q2 | $33K | Hold |
500
| – | – | 0.01% | 264 |
|
|
2021
Q1 | $32K | Buy |
+500
| New | +$32K | 0.01% | 261 |
|
|
2020
Q4 | – | Sell |
-164
| Closed | -$10K | – | 479 |
|
|
2020
Q3 | $10K | Sell |
164
-2
| -1% | -$122 | ﹤0.01% | 396 |
|
|
2020
Q2 | $10K | Hold |
166
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $9K | Hold |
166
| – | – | ﹤0.01% | 309 |
|
|
2019
Q4 | $11K | Hold |
166
| – | – | ﹤0.01% | 329 |
|
|
2019
Q3 | $8K | Hold |
166
| – | – | ﹤0.01% | 374 |
|
|
2019
Q2 | $8K | Buy |
166
+2
| +1% | +$96 | ﹤0.01% | 382 |
|
|
2019
Q1 | $8K | Hold |
164
| – | – | ﹤0.01% | 363 |
|
|
2018
Q4 | $9K | Hold |
164
| – | – | ﹤0.01% | 292 |
|
|
2018
Q3 | $10K | Sell |
164
-246
| -60% | -$15K | ﹤0.01% | 322 |
|
|
2018
Q2 | $23K | Sell |
410
-30
| -7% | -$1.68K | 0.01% | 326 |
|
|
2018
Q1 | $27K | Buy |
440
+276
| +168% | +$16.9K | 0.01% | 313 |
|
|
2017
Q4 | $10K | Hold |
164
| – | – | ﹤0.01% | 318 |
|
|
2017
Q3 | $10K | Hold |
164
| – | – | ﹤0.01% | 325 |
|
|
2017
Q2 | $9K | Hold |
164
| – | – | ﹤0.01% | 335 |
|
|
2017
Q1 | $9K | Sell |
164
-600
| -79% | -$32.9K | ﹤0.01% | 284 |
|
|
2016
Q4 | $45K | Buy |
+764
| New | +$45K | 0.03% | 183 |
|