Loveless Wealth Management’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
Q2 | $1.17M | Hold |
15,182
| – | – | 0.77% | 48 |
|
|
2022
Q1 | $1.11M | Buy |
15,182
+225
| +2% | +$16.4K | 0.63% | 52 |
|
|
2021
Q4 | $933K | Buy |
14,957
+1,245
| +9% | +$77.7K | 0.51% | 62 |
|
|
2021
Q3 | $811K | Buy |
13,712
+889
| +7% | +$52.6K | 0.49% | 66 |
|
|
2021
Q2 | $857K | Buy |
12,823
+1,628
| +15% | +$109K | 0.52% | 64 |
|
|
2021
Q1 | $707K | Buy |
11,195
+1,370
| +14% | +$86.5K | 0.47% | 67 |
|
|
2020
Q4 | $609K | Sell |
9,825
-132
| -1% | -$8.18K | 0.45% | 70 |
|
|
2020
Q3 | $600K | Buy |
9,957
+1,387
| +16% | +$83.6K | 0.51% | 64 |
|
|
2020
Q2 | $504K | Buy |
8,570
+730
| +9% | +$42.9K | 0.47% | 68 |
|
|
2020
Q1 | $437K | Buy |
7,840
+750
| +11% | +$41.8K | 0.51% | 65 |
|
|
2019
Q4 | $445K | Buy |
+7,090
| New | +$445K | 0.38% | 72 |
|