Lehman & Derafelo Financial Resources’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 | – | Sell |
-3,359
| Closed | -$260K | – | 199 |
|
|
2022
Q2 | $260K | Buy |
3,359
+500
| +17% | +$38.7K | 0.08% | 87 |
|
|
2022
Q1 | $210K | Sell |
2,859
-534
| -16% | -$39.2K | 0.06% | 105 |
|
|
2021
Q4 | $212K | Hold |
3,393
| – | – | 0.06% | 102 |
|
|
2021
Q3 | $201K | Sell |
3,393
-3,600
| -51% | -$213K | 0.07% | 105 |
|
|
2021
Q2 | $467K | Hold |
6,993
| – | – | 0.13% | 68 |
|
|
2021
Q1 | $441K | Sell |
6,993
-520
| -7% | -$32.8K | 0.12% | 73 |
|
|
2020
Q4 | $466K | Buy |
7,513
+43
| +0.6% | +$2.67K | 0.14% | 66 |
|
|
2020
Q3 | $450K | Hold |
7,470
| – | – | 0.14% | 58 |
|
|
2020
Q2 | $439K | Buy |
7,470
+1,000
| +15% | +$58.8K | 0.15% | 58 |
|
|
2020
Q1 | $361K | Buy |
+6,470
| New | +$361K | 0.15% | 61 |
|
|
2019
Q4 | – | Sell |
-4,725
| Closed | -$240K | – | 203 |
|
|
2019
Q3 | $240K | Sell |
4,725
-424
| -8% | -$21.5K | 0.09% | 87 |
|
|
2019
Q2 | $236K | Buy |
+5,149
| New | +$236K | 0.1% | 87 |
|
|
2019
Q1 | – | Sell |
-3,949
| Closed | -$205K | – | 189 |
|
|
2018
Q4 | $205K | Buy |
+3,949
| New | +$205K | 0.1% | 83 |
|