Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,129
| Closed | -$302K | – | 9 |
|
|
2022
Q1 | $302K | Hold |
4,129
| – | – | 0.13% | 62 |
|
|
2021
Q4 | $257K | Hold |
4,129
| – | – | 0.11% | 70 |
|
|
2021
Q3 | $244K | Hold |
4,129
| – | – | 0.1% | 72 |
|
|
2021
Q2 | $276K | Hold |
4,129
| – | – | 0.11% | 64 |
|
|
2021
Q1 | $261K | Hold |
4,129
| – | – | 0.12% | 62 |
|
|
2020
Q4 | $256K | Sell |
4,129
-134
| -3% | -$8.31K | 0.12% | 56 |
|
|
2020
Q3 | $257K | Hold |
4,263
| – | – | 0.13% | 58 |
|
|
2020
Q2 | $251K | Sell |
4,263
-39
| -0.9% | -$2.3K | 0.14% | 55 |
|
|
2020
Q1 | $240K | Hold |
4,302
| – | – | 0.14% | 53 |
|
|
2019
Q4 | $276K | Buy |
4,302
+39
| +0.9% | +$2.5K | 0.12% | 55 |
|
|
2019
Q3 | $216K | Buy |
4,263
+134
| +3% | +$6.79K | 0.1% | 61 |
|
|
2019
Q2 | $187K | Sell |
4,129
-134
| -3% | -$6.07K | 0.09% | 61 |
|
|
2019
Q1 | $203K | Sell |
4,263
-234
| -5% | -$11.1K | 0.11% | 57 |
|
|
2018
Q4 | $234K | Buy |
+4,497
| New | +$234K | 0.15% | 32 |
|