Level Financial Advisors’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 |
-7
| Closed | -$359 | – | 101 |
|
2023
Q4 | $359 | Hold |
7
| – | – | ﹤0.01% | 263 |
|
2023
Q3 | $406 | Hold |
7
| – | – | ﹤0.01% | 273 |
|
2023
Q2 | $448 | Sell |
7
-10
| -59% | -$640 | ﹤0.01% | 272 |
|
2023
Q1 | $1.18K | Sell |
17
-13
| -43% | -$901 | ﹤0.01% | 221 |
|
2022
Q4 | $2K | Buy |
30
+13
| +76% | +$867 | ﹤0.01% | 216 |
|
2022
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 227 |
|