MWC
MBM Wealth Consultants’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,295
| Closed | -$807K | – | 110 |
|
|
2023
Q3 | $807K | Buy |
14,295
+2,521
| +21% | +$142K | 0.35% | 46 |
|
|
2023
Q2 | $733K | Buy |
11,774
+2,082
| +21% | +$130K | 0.31% | 49 |
|
|
2023
Q1 | $752K | Hold |
9,692
| – | – | 0.31% | 42 |
|
|
2022
Q4 | $700K | Sell |
9,692
-507
| -5% | -$36.6K | 0.32% | 37 |
|
|
2022
Q3 | $719K | Sell |
10,199
-109
| -1% | -$7.68K | 0.35% | 31 |
|
|
2022
Q2 | $798K | Buy |
10,308
+313
| +3% | +$24.2K | 0.39% | 30 |
|
|
2022
Q1 | $730K | Buy |
9,995
+320
| +3% | +$23.4K | 0.3% | 42 |
|
|
2021
Q4 | $603K | Buy |
9,675
+2,090
| +28% | +$130K | 0.25% | 58 |
|
|
2021
Q3 | $449K | Buy |
7,585
+726
| +11% | +$43K | 0.21% | 64 |
|
|
2021
Q2 | $459K | Buy |
6,859
+286
| +4% | +$19.1K | 0.22% | 60 |
|
|
2021
Q1 | $415K | Buy |
6,573
+414
| +7% | +$26.1K | 0.21% | 59 |
|
|
2020
Q4 | $382K | Sell |
6,159
-271
| -4% | -$16.8K | 0.21% | 62 |
|
|
2020
Q3 | $388K | Buy |
6,430
+824
| +15% | +$49.7K | 0.25% | 49 |
|
|
2020
Q2 | $330K | Sell |
5,606
-1,983
| -26% | -$117K | 0.23% | 54 |
|
|
2020
Q1 | $423K | Buy |
7,589
+215
| +3% | +$12K | 0.35% | 46 |
|
|
2019
Q4 | $474K | Buy |
7,374
+6,974
| +1,744% | +$448K | 0.35% | 58 |
|
|
2019
Q3 | $20K | Hold |
400
| – | – | 0.02% | 146 |
|
|
2019
Q2 | $18K | Hold |
400
| – | – | 0.02% | 149 |
|
|
2019
Q1 | $19K | Hold |
400
| – | – | 0.02% | 148 |
|
|
2018
Q4 | $21K | Buy |
+400
| New | +$21K | 0.02% | 153 |
|