Morningstar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,570
| Closed | -$538K | – | 169 |
|
|
2024
Q3 | $538K | Buy |
10,570
+323
| +3% | +$16.4K | 0.01% | 268 |
|
|
2024
Q2 | $425K | Buy |
10,247
+3,586
| +54% | +$149K | ﹤0.01% | 267 |
|
|
2024
Q1 | $355K | Sell |
6,661
-6,439
| -49% | -$343K | ﹤0.01% | 268 |
|
|
2023
Q4 | $671K | Buy |
13,100
+5,251
| +67% | +$269K | ﹤0.01% | 263 |
|
|
2023
Q3 | $456K | Buy |
7,849
+3,660
| +87% | +$213K | 0.01% | 212 |
|
|
2023
Q2 | $268K | Buy |
+4,189
| New | +$268K | ﹤0.01% | 228 |
|
|
2019
Q3 | – | Sell |
-145,473
| Closed | -$6.6M | – | 197 |
|
|
2019
Q2 | $6.6M | Buy |
145,473
+19,354
| +15% | +$878K | 0.11% | 131 |
|
|
2019
Q1 | $6.02M | Buy |
126,119
+118,686
| +1,597% | +$5.66M | 0.1% | 132 |
|
|
2018
Q4 | $386K | Buy |
+7,433
| New | +$386K | 0.01% | 165 |
|
|
2016
Q4 | – | Sell |
-10,571
| Closed | -$570K | – | 189 |
|
|
2016
Q3 | $570K | Buy |
+10,571
| New | +$570K | 0.02% | 179 |
|