Private Advisory 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
Q2 | – | Sell |
-107,730
| Closed | -$5.84M | – | 173 |
|
|
2024
Q1 | $5.84M | Buy |
+107,730
| New | +$5.84M | 0.83% | 30 |
|
|
2019
Q4 | – | Sell |
-4,095
| Closed | -$208K | – | 112 |
|
|
2019
Q3 | $208K | Sell |
4,095
-25,663
| -86% | -$1.3M | 0.09% | 107 |
|
|
2019
Q2 | $1.35M | Sell |
29,758
-13,599
| -31% | -$617K | 0.62% | 50 |
|
|
2019
Q1 | $2.25M | Hold |
43,357
| – | – | 1.27% | 32 |
|
|
2018
Q4 | $2.25M | Buy |
43,357
+1,358
| +3% | +$70.6K | 1.27% | 32 |
|
|
2018
Q3 | $2.47M | Buy |
41,999
+726
| +2% | +$42.8K | 1.26% | 23 |
|
|
2018
Q2 | $2.28M | Buy |
+41,273
| New | +$2.28M | 1.14% | 31 |
|