Moseley Investment 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
Q3 | – | Sell |
-5,515
| Closed | -$229K | – | 155 |
|
|
2024
Q2 | $229K | Buy |
5,515
+1
| +0% | +$42 | 0.11% | 131 |
|
|
2024
Q1 | $299K | Buy |
+5,514
| New | +$299K | 0.15% | 112 |
|
|
2021
Q4 | – | Sell |
-3,380
| Closed | -$201K | – | 178 |
|
|
2021
Q3 | $201K | Sell |
3,380
-340
| -9% | -$20.2K | 0.1% | 168 |
|
|
2021
Q2 | $249K | Buy |
3,720
+400
| +12% | +$26.8K | 0.12% | 157 |
|
|
2021
Q1 | $210K | Hold |
3,320
| – | – | 0.12% | 159 |
|
|
2020
Q4 | $206K | Buy |
+3,320
| New | +$206K | 0.12% | 147 |
|
|
2019
Q4 | – | Sell |
-5,300
| Closed | -$269K | – | 123 |
|
|
2019
Q3 | $269K | Sell |
5,300
-1,568
| -23% | -$79.6K | 0.28% | 96 |
|
|
2019
Q2 | $311K | Hold |
6,868
| – | – | 0.29% | 95 |
|
|
2019
Q1 | $328K | Buy |
+6,868
| New | +$328K | 0.34% | 86 |
|