Levy Wealth Management 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
Q4 | – | Sell |
-8,021
| Closed | -$466K | – | 105 |
|
|
2023
Q3 | $466K | Buy |
8,021
+62
| +0.8% | +$3.6K | 0.14% | 61 |
|
|
2023
Q2 | $509K | Buy |
7,959
+58
| +0.7% | +$3.71K | 0.15% | 54 |
|
|
2023
Q1 | $548K | Buy |
7,901
+53
| +0.7% | +$3.67K | 0.17% | 51 |
|
|
2022
Q4 | $565K | Sell |
7,848
-45
| -0.6% | -$3.24K | 0.19% | 49 |
|
|
2022
Q3 | $561K | Buy |
7,893
+6
| +0.1% | +$426 | 0.24% | 39 |
|
|
2022
Q2 | $607K | Buy |
7,887
+182
| +2% | +$14K | 0.28% | 35 |
|
|
2022
Q1 | $563K | Buy |
7,705
+55
| +0.7% | +$4.02K | 0.23% | 37 |
|
|
2021
Q4 | $477K | Buy |
7,650
+54
| +0.7% | +$3.37K | 0.22% | 41 |
|
|
2021
Q3 | $449K | Buy |
7,596
+47
| +0.6% | +$2.78K | 0.25% | 39 |
|
|
2021
Q2 | $504K | Buy |
7,549
+3,149
| +72% | +$210K | 0.29% | 36 |
|
|
2021
Q1 | $278K | Buy |
+4,400
| New | +$278K | 0.18% | 48 |
|