Peterson Financial Group’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $18K | Buy |
+348
| New | +$18K | 0.07% | 161 |
|
|
2023
Q1 | – | Sell |
-11,047
| Closed | -$795K | – | 27 |
|
|
2022
Q4 | $795K | Sell |
11,047
-5,804
| -34% | -$418K | 1.05% | 44 |
|
|
2022
Q3 | $1.2M | Buy |
16,851
+336
| +2% | +$23.9K | 1.16% | 38 |
|
|
2022
Q2 | $1.27M | Buy |
16,515
+876
| +6% | +$67.5K | 1.2% | 39 |
|
|
2022
Q1 | $1.14M | Buy |
15,639
+827
| +6% | +$60.4K | 0.95% | 42 |
|
|
2021
Q4 | $924K | Buy |
+14,812
| New | +$924K | 0.75% | 53 |
|