Proquility Private 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 |
-17,991
| Closed | -$1.04M | – | 90 |
|
|
2023
Q3 | $1.04M | Sell |
17,991
-623
| -3% | -$36.2K | 0.43% | 63 |
|
|
2023
Q2 | $1.19M | Buy |
18,614
+30
| +0.2% | +$1.92K | 0.47% | 62 |
|
|
2023
Q1 | $1.29M | Sell |
18,584
-14,934
| -45% | -$1.04M | 0.51% | 59 |
|
|
2022
Q4 | $2.41M | Buy |
33,518
+58
| +0.2% | +$4.17K | 0.99% | 34 |
|
|
2022
Q3 | $2.38M | Sell |
33,460
-469
| -1% | -$33.3K | 1.09% | 31 |
|
|
2022
Q2 | $2.61M | Sell |
33,929
-180
| -0.5% | -$13.9K | 1.12% | 28 |
|
|
2022
Q1 | $2.6M | Buy |
34,109
+7,151
| +27% | +$546K | 1.09% | 30 |
|
|
2021
Q4 | $1.79M | Sell |
26,958
-6,374
| -19% | -$424K | 0.63% | 55 |
|
|
2021
Q3 | $1.97M | Buy |
33,332
+905
| +3% | +$53.5K | 0.75% | 52 |
|
|
2021
Q2 | $2.17M | Sell |
32,427
-7,127
| -18% | -$476K | 0.81% | 46 |
|
|
2021
Q1 | $2.5M | Buy |
39,554
+16,942
| +75% | +$1.07M | 1% | 34 |
|
|
2020
Q4 | $1.4M | Buy |
+22,612
| New | +$1.4M | 0.64% | 45 |
|