RE Dickinson Investment Advisors’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
Q4 | $256K | Buy |
452
+102
| +29% | +$57.8K | 0.01% | 119 |
|
|
2024
Q3 | $18.1K | Hold |
350
| – | – | 0.01% | 138 |
|
|
2024
Q2 | $14.5K | Hold |
350
| – | – | 0.01% | 145 |
|
|
2024
Q1 | $19K | Hold |
350
| – | – | 0.01% | 127 |
|
|
2023
Q4 | $18K | Sell |
350
-75
| -18% | -$3.86K | 0.01% | 135 |
|
|
2023
Q3 | $25K | Buy |
425
+75
| +21% | +$4.41K | 0.02% | 112 |
|
|
2023
Q2 | $22K | Hold |
350
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $24K | Hold |
350
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $25K | Hold |
350
| – | – | 0.01% | 190 |
|
|
2022
Q3 | $25K | Hold |
350
| – | – | 0.02% | 98 |
|
|
2022
Q2 | $27 | Hold |
350
| – | – | ﹤0.01% | 103 |
|
|
2022
Q1 | $26K | Hold |
350
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $22K | Buy |
+350
| New | +$22K | 0.02% | 130 |
|