PSP
Pacific Sage Partners’s Bristol-Myers Squibb BMY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,469
| Closed | -$212K | – | 113 |
|
2025
Q1 | $212K | Buy |
+3,469
| New | +$212K | 0.05% | 100 |
|
2023
Q3 | – | Sell |
-3,230
| Closed | -$207K | – | 86 |
|
2023
Q2 | $207K | Sell |
3,230
-575
| -15% | -$36.8K | 0.06% | 81 |
|
2023
Q1 | $264K | Hold |
3,805
| – | – | 0.08% | 69 |
|
2022
Q4 | $274K | Buy |
+3,805
| New | +$274K | 0.09% | 67 |
|