Meridian Wealth Advisors’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 |
-4,050
| Closed | -$208K | – | 177 |
|
|
2023
Q4 | $208K | Sell |
4,050
-1,400
| -26% | -$71.8K | 0.05% | 169 |
|
|
2023
Q3 | $316K | Hold |
5,450
| – | – | 0.08% | 134 |
|
|
2023
Q2 | $349K | Sell |
5,450
-1,500
| -22% | -$95.9K | 0.08% | 134 |
|
|
2023
Q1 | $482K | Hold |
6,950
| – | – | 0.12% | 114 |
|
|
2022
Q4 | $500K | Sell |
6,950
-190
| -3% | -$13.7K | 0.13% | 113 |
|
|
2022
Q3 | $508K | Sell |
7,140
-10
| -0.1% | -$711 | 0.14% | 108 |
|
|
2022
Q2 | $551K | Buy |
7,150
+875
| +14% | +$67.4K | 0.15% | 113 |
|
|
2022
Q1 | $458K | Buy |
6,275
+950
| +18% | +$69.3K | 0.11% | 133 |
|
|
2021
Q4 | $332K | Sell |
5,325
-85
| -2% | -$5.3K | 0.08% | 154 |
|
|
2021
Q3 | $320K | Buy |
5,410
+85
| +2% | +$5.03K | 0.09% | 152 |
|
|
2021
Q2 | $356K | Buy |
5,325
+1,470
| +38% | +$98.3K | 0.1% | 145 |
|
|
2021
Q1 | $243K | Hold |
3,855
| – | – | 0.08% | 154 |
|
|
2020
Q4 | $239K | Sell |
3,855
-555
| -13% | -$34.4K | 0.09% | 156 |
|
|
2020
Q3 | $266K | Buy |
4,410
+305
| +7% | +$18.4K | 0.11% | 138 |
|
|
2020
Q2 | $241K | Sell |
4,105
-450
| -10% | -$26.4K | 0.11% | 144 |
|
|
2020
Q1 | $254K | Buy |
4,555
+1,450
| +47% | +$80.9K | 0.14% | 115 |
|
|
2019
Q4 | $199K | Buy |
+3,105
| New | +$199K | 0.08% | 156 |
|
|
2019
Q1 | – | Sell |
-2,485
| Closed | -$129K | – | 160 |
|
|
2018
Q4 | $129K | Buy |
+2,485
| New | +$129K | 0.1% | 147 |
|