McGlone Suttner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-126
| Closed | -$6.47K | – | 245 |
|
|
2023
Q4 | $6.47K | Buy |
+126
| New | +$6.47K | ﹤0.01% | 553 |
|
|
2023
Q3 | – | Sell |
-5,338
| Closed | -$341K | – | 142 |
|
|
2023
Q2 | $341K | Sell |
5,338
-2,895
| -35% | -$185K | 0.08% | 97 |
|
|
2023
Q1 | $571K | Buy |
8,233
+283
| +4% | +$19.6K | 0.15% | 66 |
|
|
2022
Q4 | $572K | Buy |
+7,950
| New | +$572K | 0.18% | 64 |
|