Newton One Investments’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 |
-1,180
| Closed | -$68.5K | – | 116 |
|
|
2023
Q3 | $68.5K | Buy |
1,180
+11
| +0.9% | +$639 | 0.04% | 60 |
|
|
2023
Q2 | $74.8K | Buy |
1,169
+9
| +0.8% | +$576 | 0.04% | 61 |
|
|
2023
Q1 | $80.4K | Hold |
1,160
| – | – | 0.05% | 58 |
|
|
2022
Q4 | $83.4K | Hold |
1,160
| – | – | 0.05% | 57 |
|
|
2022
Q3 | $82K | Hold |
1,160
| – | – | 0.06% | 54 |
|
|
2022
Q2 | $89K | Hold |
1,160
| – | – | 0.07% | 54 |
|
|
2022
Q1 | $85K | Hold |
1,160
| – | – | 0.06% | 59 |
|
|
2021
Q4 | $72K | Buy |
1,160
+10
| +0.9% | +$621 | 0.05% | 60 |
|
|
2021
Q3 | $68K | Buy |
1,150
+8
| +0.7% | +$473 | 0.05% | 60 |
|
|
2021
Q2 | $76K | Buy |
1,142
+9
| +0.8% | +$599 | 0.06% | 58 |
|
|
2021
Q1 | $72K | Buy |
1,133
+8
| +0.7% | +$508 | 0.06% | 43 |
|
|
2020
Q4 | $70K | Buy |
+1,125
| New | +$70K | 0.07% | 41 |
|