PMIA
Patrick Mauro Investment Advisor’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,051
| Closed | -$500K | – | 44 |
|
|
2024
Q2 | $500K | Sell |
12,051
-15,016
| -55% | -$624K | 0.29% | 40 |
|
|
2024
Q1 | $1.47M | Buy |
27,067
+19,007
| +236% | +$1.03M | 0.83% | 31 |
|
|
2023
Q4 | $414K | Sell |
8,060
-22,050
| -73% | -$1.13M | 0.25% | 38 |
|
|
2023
Q3 | $1.75M | Buy |
30,110
+1,074
| +4% | +$62.3K | 1.13% | 29 |
|
|
2023
Q2 | $1.86M | Buy |
29,036
+22,888
| +372% | +$1.46M | 1.14% | 29 |
|
|
2023
Q1 | $426K | Sell |
6,148
-338
| -5% | -$23.4K | 0.27% | 37 |
|
|
2022
Q4 | $467K | Sell |
6,486
-1,547
| -19% | -$111K | 0.3% | 39 |
|
|
2022
Q3 | $571K | Buy |
+8,033
| New | +$571K | 0.41% | 39 |
|