McElhenny Sheffield Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,166
| Closed | -$219K | – | 95 |
|
|
2023
Q1 | $219K | Buy |
3,166
+919
| +41% | +$63.7K | 0.12% | 83 |
|
|
2022
Q4 | $162K | Buy |
+2,247
| New | +$162K | 0.07% | 101 |
|
|
2022
Q3 | – | Sell |
-16,659
| Closed | -$1.28M | – | 91 |
|
|
2022
Q2 | $1.28M | Buy |
16,659
+2,581
| +18% | +$199K | 0.6% | 17 |
|
|
2022
Q1 | $1.03M | Sell |
14,078
-510
| -3% | -$37.2K | 0.36% | 35 |
|
|
2021
Q4 | $910K | Buy |
14,588
+1,886
| +15% | +$118K | 0.34% | 43 |
|
|
2021
Q3 | $752K | Buy |
+12,702
| New | +$752K | 0.34% | 45 |
|