Leuthold 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
Q3 | – | Sell |
-5,162
| Closed | -$330K | – | 187 |
|
|
2023
Q2 | $330K | Hold |
5,162
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $358K | Sell |
5,162
-295
| -5% | -$20.4K | 0.05% | 161 |
|
|
2022
Q4 | $393K | Sell |
5,457
-80
| -1% | -$5.76K | 0.05% | 157 |
|
|
2022
Q3 | $394K | Hold |
5,537
| – | – | 0.06% | 146 |
|
|
2022
Q2 | $426K | Buy |
+5,537
| New | +$426K | 0.06% | 145 |
|
|
2020
Q4 | – | Sell |
-7,104
| Closed | -$428K | – | 176 |
|
|
2020
Q3 | $428K | Sell |
7,104
-198
| -3% | -$11.9K | 0.06% | 131 |
|
|
2020
Q2 | $429K | Sell |
7,302
-286
| -4% | -$16.8K | 0.06% | 117 |
|
|
2020
Q1 | $423K | Sell |
7,588
-704
| -8% | -$39.2K | 0.08% | 121 |
|
|
2019
Q4 | $532K | Buy |
+8,292
| New | +$532K | 0.07% | 118 |
|