McKinley Carter Wealth Services’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 |
-3,123
| Closed | -$216K | – | 299 |
|
|
2023
Q1 | $216K | Hold |
3,123
| – | – | 0.02% | 285 |
|
|
2022
Q4 | $225K | Sell |
3,123
-351
| -10% | -$25.3K | 0.02% | 271 |
|
|
2022
Q3 | $247K | Buy |
3,474
+296
| +9% | +$21K | 0.02% | 251 |
|
|
2022
Q2 | $245K | Sell |
3,178
-1
| -0% | -$77 | 0.02% | 265 |
|
|
2022
Q1 | $232K | Sell |
3,179
-209
| -6% | -$15.3K | 0.02% | 268 |
|
|
2021
Q4 | $211K | Sell |
3,388
-2,730
| -45% | -$170K | 0.02% | 281 |
|
|
2021
Q3 | $362K | Sell |
6,118
-268
| -4% | -$15.9K | 0.03% | 218 |
|
|
2021
Q2 | $427K | Sell |
6,386
-198
| -3% | -$13.2K | 0.04% | 205 |
|
|
2021
Q1 | $416K | Buy |
6,584
+82
| +1% | +$5.18K | 0.04% | 206 |
|
|
2020
Q4 | $403K | Buy |
+6,502
| New | +$403K | 0.05% | 182 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$16K | – | 188 |
|
|
2018
Q1 | $16K | Buy |
+250
| New | +$16K | 0.01% | 343 |
|