Perfromance Wealth 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 |
-31,675
| Closed | -$1.84M | – | 166 |
|
|
2023
Q3 | $1.84M | Buy |
31,675
+8,954
| +39% | +$520K | 0.09% | 63 |
|
|
2023
Q2 | $1.47M | Buy |
22,721
+5,200
| +30% | +$337K | 0.07% | 67 |
|
|
2023
Q1 | $1.21M | Buy |
17,521
+9,746
| +125% | +$675K | 0.06% | 70 |
|
|
2022
Q4 | $559K | Buy |
7,775
+1,467
| +23% | +$106K | 0.03% | 96 |
|
|
2022
Q3 | $448K | Sell |
6,308
-19
| -0.3% | -$1.35K | 0.03% | 104 |
|
|
2022
Q2 | $487K | Sell |
6,327
-75
| -1% | -$5.77K | 0.03% | 99 |
|
|
2022
Q1 | $468K | Sell |
6,402
-697
| -10% | -$51K | 0.02% | 111 |
|
|
2021
Q4 | $443K | Buy |
+7,099
| New | +$443K | 0.02% | 121 |
|