New Potomac 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.7K | Buy |
+400
| New | +$20.7K | 0.01% | 136 |
|
|
2020
Q4 | – | Sell |
-3,720
| Closed | -$224K | – | 69 |
|
|
2020
Q3 | $224K | Hold |
3,720
| – | – | 0.18% | 62 |
|
|
2020
Q2 | $219K | Sell |
3,720
-200
| -5% | -$11.8K | 0.2% | 57 |
|
|
2020
Q1 | $219K | Sell |
3,920
-2,625
| -40% | -$147K | 0.24% | 54 |
|
|
2019
Q4 | $420K | Buy |
6,545
+5,145
| +368% | +$330K | 0.39% | 54 |
|
|
2019
Q3 | $71K | Hold |
1,400
| – | – | 0.07% | 89 |
|
|
2019
Q2 | $63K | Hold |
1,400
| – | – | 0.06% | 94 |
|
|
2019
Q1 | $67K | Buy |
1,400
+1,000
| +250% | +$47.9K | 0.07% | 92 |
|
|
2018
Q4 | $21K | Hold |
400
| – | – | 0.02% | 122 |
|
|
2018
Q3 | $25K | Hold |
400
| – | – | 0.02% | 120 |
|
|
2018
Q2 | $22K | Hold |
400
| – | – | 0.02% | 120 |
|
|
2018
Q1 | $25K | Hold |
400
| – | – | 0.02% | 118 |
|
|
2017
Q4 | $25K | Buy |
+400
| New | +$25K | 0.02% | 114 |
|