Narus Financial Partners’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 |
-4,418
| Closed | -$256K | – | 138 |
|
|
2023
Q3 | $256K | Sell |
4,418
-117
| -3% | -$6.79K | 0.13% | 101 |
|
|
2023
Q2 | $290K | Sell |
4,535
-23
| -0.5% | -$1.47K | 0.15% | 92 |
|
|
2023
Q1 | $316K | Buy |
4,558
+102
| +2% | +$7.07K | 0.17% | 85 |
|
|
2022
Q4 | $321K | Hold |
4,456
| – | – | 0.19% | 80 |
|
|
2022
Q3 | $317K | Sell |
4,456
-50
| -1% | -$3.55K | 0.2% | 77 |
|
|
2022
Q2 | $347K | Buy |
4,506
+1,196
| +36% | +$92.1K | 0.22% | 72 |
|
|
2022
Q1 | $242K | Buy |
+3,310
| New | +$242K | 0.14% | 98 |
|
|
2021
Q1 | $217K | Buy |
+3,431
| New | +$217K | 0.13% | 101 |
|
|
2019
Q4 | $213K | Buy |
+3,317
| New | +$213K | 0.15% | 75 |
|