Montz Harcus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,723
| Closed | -$216K | – | 57 |
|
|
2023
Q3 | $216K | Sell |
3,723
-648
| -15% | -$37.6K | 0.18% | 48 |
|
|
2023
Q2 | $280K | Buy |
4,371
+882
| +25% | +$56.4K | 0.23% | 42 |
|
|
2023
Q1 | $242K | Buy |
3,489
+22
| +0.6% | +$1.53K | 0.22% | 45 |
|
|
2022
Q4 | $249K | Buy |
3,467
+20
| +0.6% | +$1.44K | 0.25% | 44 |
|
|
2022
Q3 | $245K | Buy |
3,447
+20
| +0.6% | +$1.42K | 0.27% | 40 |
|
|
2022
Q2 | $264K | Buy |
3,427
+197
| +6% | +$15.2K | 0.28% | 41 |
|
|
2022
Q1 | $236K | Buy |
+3,230
| New | +$236K | 0.21% | 48 |
|