Peachtree Investment 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,218
| Closed | -$361K | – | 105 |
|
2023
Q3 | $361K | Sell |
6,218
-668
| -10% | -$38.8K | 0.18% | 58 |
|
2023
Q2 | $440K | Sell |
6,886
-978
| -12% | -$62.5K | 0.2% | 59 |
|
2023
Q1 | $545K | Sell |
7,864
-751
| -9% | -$52.1K | 0.34% | 43 |
|
2022
Q4 | $620K | Sell |
8,615
-2,274
| -21% | -$164K | 0.38% | 43 |
|
2022
Q3 | $774K | Sell |
10,889
-9,269
| -46% | -$659K | 0.52% | 31 |
|
2022
Q2 | $1.55M | Buy |
20,158
+12,974
| +181% | +$999K | 0.97% | 24 |
|
2022
Q1 | $525K | Buy |
7,184
+3,415
| +91% | +$250K | 0.24% | 61 |
|
2021
Q4 | $235K | Sell |
3,769
-310
| -8% | -$19.3K | 0.1% | 82 |
|
2021
Q3 | $241K | Buy |
4,079
+74
| +2% | +$4.37K | 0.12% | 70 |
|
2021
Q2 | $268K | Buy |
+4,005
| New | +$268K | 0.13% | 67 |
|