Rede Wealth’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
Q3 | – | Sell |
-6,000
| Closed | -$384K | – | 83 |
|
|
2023
Q2 | $384K | Hold |
6,000
| – | – | 0.18% | 61 |
|
|
2023
Q1 | $416K | Hold |
6,000
| – | – | 0.22% | 55 |
|
|
2022
Q4 | $432K | Buy |
6,000
+300
| +5% | +$21.6K | 0.23% | 50 |
|
|
2022
Q3 | $405K | Hold |
5,700
| – | – | 0.24% | 51 |
|
|
2022
Q2 | $439K | Sell |
5,700
-300
| -5% | -$23.1K | 0.25% | 52 |
|
|
2022
Q1 | $438K | Sell |
6,000
-590
| -9% | -$43.1K | 0.21% | 60 |
|
|
2021
Q4 | $411K | Sell |
6,590
-175
| -3% | -$10.9K | 0.21% | 65 |
|
|
2021
Q3 | $401K | Buy |
6,765
+646
| +11% | +$38.3K | 0.21% | 68 |
|
|
2021
Q2 | $409K | Hold |
6,119
| – | – | 0.22% | 66 |
|
|
2021
Q1 | $386K | Buy |
6,119
+686
| +13% | +$43.3K | 0.22% | 65 |
|
|
2020
Q4 | $337K | Buy |
+5,433
| New | +$337K | 0.23% | 62 |
|