LB
Legacy Bridge’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,058
| Closed | -$1.16M | – | 293 |
|
|
2023
Q3 | $1.16M | Sell |
20,058
-2,500
| -11% | -$145K | 0.83% | 43 |
|
|
2023
Q2 | $1.44M | Hold |
22,558
| – | – | 0.96% | 35 |
|
|
2023
Q1 | $1.56M | Hold |
22,558
| – | – | 1.09% | 22 |
|
|
2022
Q4 | $1.62M | Buy |
22,558
+295
| +1% | +$21.2K | 1.15% | 18 |
|
|
2022
Q3 | $1.58M | Hold |
22,263
| – | – | 1.26% | 10 |
|
|
2022
Q2 | $1.71M | Hold |
22,263
| – | – | 1.26% | 11 |
|
|
2022
Q1 | $1.63M | Hold |
22,263
| – | – | 0.95% | 23 |
|
|
2021
Q4 | $1.39M | Hold |
22,263
| – | – | 0.72% | 47 |
|
|
2021
Q3 | $1.32M | Sell |
22,263
-1,225
| -5% | -$72.5K | 0.76% | 45 |
|
|
2021
Q2 | $1.57M | Sell |
23,488
-1,050
| -4% | -$70.1K | 0.89% | 31 |
|
|
2021
Q1 | $1.55M | Buy |
24,538
+2,207
| +10% | +$139K | 1% | 24 |
|
|
2020
Q4 | $1.39M | Buy |
22,331
+1,600
| +8% | +$99.2K | 1% | 25 |
|
|
2020
Q3 | $1.25M | Buy |
20,731
+17,918
| +637% | +$1.08M | 1.14% | 19 |
|
|
2020
Q2 | $165K | Buy |
2,813
+113
| +4% | +$6.63K | 0.18% | 126 |
|
|
2020
Q1 | $150K | Sell |
2,700
-38
| -1% | -$2.11K | 0.19% | 124 |
|
|
2019
Q4 | $176K | Buy |
2,738
+2,438
| +813% | +$157K | 0.15% | 147 |
|
|
2019
Q3 | $15K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2019
Q2 | $14K | Hold |
300
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $14K | Hold |
300
| – | – | 0.01% | 242 |
|
|
2018
Q4 | $16K | Buy |
+300
| New | +$16K | 0.02% | 193 |
|