Northstar Advisory Group’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 |
-3,508
| Closed | -$204K | – | 97 |
|
|
2023
Q3 | $204K | Hold |
3,508
| – | – | 0.15% | 91 |
|
|
2023
Q2 | $224K | Hold |
3,508
| – | – | 0.15% | 76 |
|
|
2023
Q1 | $243K | Hold |
3,508
| – | – | 0.18% | 75 |
|
|
2022
Q4 | $252K | Hold |
3,508
| – | – | 0.2% | 83 |
|
|
2022
Q3 | $249K | Buy |
+3,508
| New | +$249K | 0.22% | 70 |
|
|
2021
Q2 | – | Sell |
-22,382
| Closed | -$1.41M | – | 106 |
|
|
2021
Q1 | $1.41M | Sell |
22,382
-11,272
| -33% | -$712K | 1.08% | 26 |
|
|
2020
Q4 | $2.09M | Buy |
+33,654
| New | +$2.09M | 1.75% | 13 |
|