Pinnacle Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,838
| Closed | -$486K | – | 103 |
|
|
2022
Q3 | $486K | Buy |
6,838
+193
| +3% | +$13.7K | 0.43% | 50 |
|
|
2022
Q2 | $512K | Buy |
6,645
+57
| +0.9% | +$4.39K | 0.43% | 52 |
|
|
2022
Q1 | $481K | Hold |
6,588
| – | – | 0.36% | 63 |
|
|
2021
Q4 | $411K | Hold |
6,588
| – | – | 0.3% | 77 |
|
|
2021
Q3 | $390K | Hold |
6,588
| – | – | 0.29% | 80 |
|
|
2021
Q2 | $440K | Buy |
+6,588
| New | +$440K | 0.32% | 77 |
|