Revolve 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
Q3 | – | Sell |
-3,785
| Closed | -$242K | – | 148 |
|
|
2023
Q2 | $242K | Buy |
3,785
+754
| +25% | +$48.2K | 0.06% | 126 |
|
|
2023
Q1 | $210K | Sell |
3,031
-634
| -17% | -$43.9K | 0.05% | 137 |
|
|
2022
Q4 | $264K | Buy |
3,665
+772
| +27% | +$55.5K | 0.08% | 117 |
|
|
2022
Q3 | $206K | Sell |
2,893
-12
| -0.4% | -$854 | 0.07% | 120 |
|
|
2022
Q2 | $224K | Sell |
2,905
-45
| -2% | -$3.47K | 0.07% | 122 |
|
|
2022
Q1 | $215K | Sell |
2,950
-387
| -12% | -$28.2K | 0.06% | 136 |
|
|
2021
Q4 | $208K | Buy |
+3,337
| New | +$208K | 0.06% | 143 |
|